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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| BCR Wealth Strategies LLC
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|---|---|
| CRD # | 119670 |
| SEC # | 801-61015 |
| CIK # | 0001908380 |
| AUM | $404.5 M (2025-07-25) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 205-298-1234 |
| Address | 1952 Urban Center Parkway Vestavia, AL 35242-2594 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Emerson Electric Co | 0.0 | ||
| Deere & Co | 0.0 | ||
| Apple Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Lowes Companies Inc | 0.0 | ||
| Healthsouth Corp | 0.0 | ||
| Lam Research Corp | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 109.0 |
| (b) Individuals (high net worth individuals) | 113 | 269.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 13.1 |
| (h) Charitable organizations | 16 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,115 | 404.5 |
| By Discretionary | ||
| Discretionary | 1,115 | 404.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,115 | 404.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.5 | |
| Total | 1,115 | 404.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908380] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fusion Capital LLC
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|
SC | 0.4 |
|
IVC Wealth Advisors LLC
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|
PA | 0.4 |
|
Leslie Global Wealth LLC
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|
IL | 0.4 |
|
Syrios Wealth Management Group Inc
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|
CA | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 0.4 |
|
Rialto Wealth Management LLC
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|
NY | 0.4 |
|
Arcataur Capital Management LLC
✚
|
WI | 0.4 |
|
Landseer Advisors LLC
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|
NJ | 0.4 |
|
RBA Wealth Management LLC
✚
|
CA | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |