BCR Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
BCR Wealth Strategies reports 362 clients. They include 227 individual clients, 127 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($528M across 1,219 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 26% |
| High-net-worth individuals | 35% | 68% |
| Pension and profit-sharing plans | <1% | 3% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 227 | $136M | 25.7% | $598K |
| High-net-worth individuals | 127 | $361M | 68.4% | $2.85M |
| Pension and profit-sharing plans | 3 | $14.5M | 2.8% | $4.84M |
| Charitable organizations | 3 | $4.49M | 0.9% | $1.5M |
| Corporations and other businesses | 2 | $11.8M | 2.2% | $5.92M |
| Total | 362 | $528M | 100% | $1.46M |
- Clients
- 227
- Regulatory AUM
- $136M
- AUM share
- 25.7%
- Avg. per client
- $598K
- Clients
- 127
- Regulatory AUM
- $361M
- AUM share
- 68.4%
- Avg. per client
- $2.85M
- Clients
- 3
- Regulatory AUM
- $14.5M
- AUM share
- 2.8%
- Avg. per client
- $4.84M
- Clients
- 3
- Regulatory AUM
- $4.49M
- AUM share
- 0.9%
- Avg. per client
- $1.5M
- Clients
- 2
- Regulatory AUM
- $11.8M
- AUM share
- 2.2%
- Avg. per client
- $5.92M
Total
- Clients
- 362
- Regulatory AUM
- $528M
- AUM share
- 100%
- Avg. per client
- $1.46M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
BCR Wealth Strategies charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $6,250 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting fees are negotiable: a fixed fee of $1,500 to $10,000, or up to $500 an hour, with one-half payable when the agreement is signed.
Marshall Rathmell owns 75% or more of BCR Wealth Strategies. The leadership team of BCR Wealth Strategies includes Chief Compliance Officer Lindsay Birchfield. It has 11 employees, 7 of them in advisory roles.
Leadership
- Lindsay BirchfieldMember and Chief Compliance Officer
- Sandra ClevelandMember
Timothy JonesMember- Marshall RathmellManaging Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of BCR Wealth Strategies, LLC
Marshall Rathmell
Control person · since September 2011
BCR Wealth Strategies’ regulatory assets grew 1.8× from $295M (April 2021) to $528M (September 2026); clients rose from 279 to 362 and employees from 7 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $528M | 362 | 11 | 2 |
| July 2025 | $404M | 349 | 10 | 2 |
| April 2024 | $367M | 335 | 13 | 2 |
| May 2023 | $330M | 345 | 13 | 2 |
| July 2022 | $354M | 288 | 11 | 2 |
| April 2021 | $295M | 279 | 7 | 2 |
Besides its headquarters, BCR Wealth Strategies has 1 office (1 private residence, listed without an address), with 1 listed address in Alabama.
Alabama · 1 listed address
- 1952 Urban Center Parkway, VestaviaHQ
Other business names
BCR Wealth Strategies has reported 1 other business name to the SEC.
- BCR Wealth
Contact and registration details
- Legal name
- BCR Wealth Strategies, LLC
- Headquarters
- 1952 Urban Center Parkway, Vestavia, AL 35242-2594
- Website
- bcrwealth.com
- Phone
- 205-298-1234
- View profile
- SEC file
- 801-61015
- Founded
- 2002
- Structure
- Alabama LLC
- Fiscal year end
- December
BCR Wealth Strategies uses Pershing ($446M) as custodian for its separately managed accounts. BCR Wealth Strategies has custody of $56.5M in client assets for 123 clients.
- PershingPershing LLC · Jersey City, NJ · $446M100%
At year end, BCR Wealth Strategies’ separately managed accounts were mostly in stocks (61%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $356K across 32 positions; the largest are American Centy ETF TR (24.8%), Dimensional ETF Trust (14.6%) and American Centy ETF TR (9.9%).
What the accounts hold
- Stocks61%
- Funds33%
- Cash4%
Filed values cover 98%. The neutral 2% gap has no reported category.
Reported 13F holdings
- $356K
- Reported 13F value
- 32
- Positions
- 95.7%
- In the 10 largest
- +11.5%
- Value vs. prior quarter
- American Centy ETF TR · US EQT ETF24.8%
- Dimensional ETF Trust · Dimensional US14.6%
- American Centy ETF TR · Avantis Core FI9.9%
- Dimensional ETF Trust · Core Fixe IN ETF9.8%
- American Centy ETF TR · Intl EQT ETF9.6%
- Vanguard Malvern Fds · Core BD ETF8.3%
- Dimensional ETF Trust · Emerging Mkts CO7.0%
- Dimensional ETF Trust · Intl Vec Equ ETF6.3%
- Vanguard Index Fds · Real Estate ETF4.2%
- iShares TR · Ultra Short Dur1.3%
Together, the ten largest are 95.7% of reported value.
How many clients does BCR Wealth Strategies have?
BCR Wealth Strategies has 362 clients and manages $528 million for them, as of September 2026. They include 227 individual clients, 127 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does BCR Wealth Strategies offer?
BCR Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does BCR Wealth Strategies charge?
BCR Wealth Strategies charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance, is negotiable and has a $6,250 annual minimum.
Which custodians does BCR Wealth Strategies use?
BCR Wealth Strategies’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $446M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does BCR Wealth Strategies have?
BCR Wealth Strategies has 7 investment adviser representatives registered with state securities authorities, out of 11 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BCR Wealth Strategies invest in?
At the end of its last fiscal year, BCR Wealth Strategies’ separately managed accounts held 61% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs) and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BCR Wealth Strategies?
BCR Wealth Strategies’ direct owner is Marshall Rathmell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does BCR Wealth Strategies get paid?
BCR Wealth Strategies is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BCR Wealth Strategies registered with the SEC?
Yes, BCR Wealth Strategies has been registered with the SEC as an investment adviser since 21 March 2002. Its CRD number is 119670 and its SEC file number is 801-61015.
Source: Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record
How do I contact BCR Wealth Strategies?
BCR Wealth Strategies’ main office is at 1952 Urban Center Parkway, Vestavia, AL 35242-2594. Its phone number is 205-298-1234. Its website is bcrwealth.com.