BCR Wealth Strategies
Firm details
- Headquarters
- Vestavia, Alabama
- CRD number
- 119670
- Registered since
- March 21, 2002
- Website
- www.bcrwealth.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.44%
- Individuals25.72%
- Pension & Profit Sharing Plans2.75%
- Corporations / Businesses2.24%
- Charitable Organizations0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
BCR Wealth Strategies is an independent, owner-operated LLC that provides advisory services to both individual/family and institutional clients. The firm is SEC-registered (registered in 2002) and describes itself as a capital allocator that combines financial planning and discretionary portfolio management with consultant-style services such as selection of other advisers and pension consulting. Billing methods include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. BCR Wealth Strategies was named one of the "Top RIA Firms to Watch" by Investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Marshall Rathmell
CEOCRD 5657799
Contacts
3 of 7
Harold Sasnowitz
Financial PlannerCRD 5313969
Timothy Jones
Financial Planner and Vice PresidentCRD 5967989
Sandra Cleveland
ShareholderCRD 4570085
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$355M in ETFs
6%
$20.3M
73%
$335M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $88.3M | 689,260 | 24.84% |
Location
Vestavia, AL
Shelby
Location
Vestavia, AL
Headquartered in Vestavia, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Shelby
- Address
- 1952 Urban Center Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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