Bcr Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vestavia, AL. Its latest Form ADV filing, dated January 22, 2026, reports $528M in regulatory assets under management, 11 employee, 1 office, and 1,219 accounts.
Assets Under Management
$528M
Employees
11
Offices
1 office
Total Clients
362
Primary office
VESTAVIA, AL
1952 URBAN CENTER PARKWAY, VESTAVIA, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.7% of total clients.
Top client categories% of clientsClients
1
Individuals
62.7%
227
2
HNWI
35.1%
127
3
Pension Plans
0.8%
3
4
Charitable
0.8%
3
5
Corporations
0.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$528Mas of January 22, 2026
Discretionary100.0%
$528M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$528M
Total Accounts1,219
10Y AUM Change+$301M (+133.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee33:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.