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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BCR Wealth Strategies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BCR Wealth Strategies charge?","answer":"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.","source":"2026 ADV PART 2-REVISED, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BCR Wealth Strategies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BCR Wealth Strategies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BCR Wealth Strategies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BCR Wealth Strategies?","answer":"BCR Wealth Strategies’ direct owner is Marshall Rathmell (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BCR Wealth Strategies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BCR Wealth Strategies registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact BCR Wealth Strategies?","answer":"BCR Wealth Strategies’ main office is at 1952 Urban Center Parkway, Vestavia, AL 35242-2594. Its phone number is 205-298-1234. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}