AdvisorCensus / Financial advisors / Alabama / Birmingham / BCR Wealth Strategies
BCR Wealth Strategies
Filed as BCR WEALTH STRATEGIES · Legal name BCR Wealth Strategies, LLC
BCR Wealth Strategies is an SEC-registered investment advisory firm in Vestavia, AL, registered since 2002, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.
Quick answers
From the filingHow is BCR Wealth Strategies compensated?
On its Form ADV (Item 5.E, October 2026), BCR Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does BCR Wealth Strategies charge?
Its Form ADV Part 2A brochure dated January 22, 2026 states: Flat fee: $1,500 to $10,000 (financial planning and consulting); Hourly rate: $500 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is BCR Wealth Strategies located?
BCR Wealth Strategies' principal office is in Vestavia, AL, according to its Form ADV.
Is BCR Wealth Strategies registered with the SEC or a state?
BCR Wealth Strategies is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 119670.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528,142,142 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).
How have BCR Wealth Strategies' assets and staff changed since 2021?
In the Form ADV data for BCR Wealth Strategies: Regulatory assets under management: $295,223,233 in the October 2021 data and $528,142,142 in the October 2026 data, up 79%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BCR Wealth Strategies serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (227); high net worth individuals (127); pension and profit sharing plans (but not the plan participants or government pension plans) (3).
Which custodians does BCR Wealth Strategies use?
BCR Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.
Does BCR Wealth Strategies report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119670
What changed in BCR Wealth Strategies' recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $404,481,198 to $528,142,142 (+31%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AFlat fee: $1,500 to $10,000 (financial planning and consulting)
The brochure's wording
BCR Wealth Strategies’ financial planning and consulting fees are negotiable, but generally range from a fixed fee of $1,500 to $10,000
Hourly rate: $500 an hour (financial planning and/or consulting services)
The brochure's wording
or up to $500 on an hourly rate basis, depending upon the level and scope of the services and the BCR Wealth Strategies professional rendering the financial planning and/or the consulting services.
As stated in the firm's Form ADV Part 2A brochure dated January 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$528,142,142 as of October 2026, filing dated September 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- BCR Wealth Strategies, LLC
- Also doing business as
- BCR WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2002 (24 years)
- Employees
- Total: 11. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $528,142,142 | 11 | September 28, 2026 |
| October 2025 | $404,481,198 | 10 | July 25, 2025 |
| October 2024 | $367,325,029 | 13 | April 29, 2024 |
| October 2023 | $329,884,925 | 13 | May 19, 2023 |
| October 2022 | $353,544,205 | 11 | July 1, 2022 |
| October 2021 | $295,223,233 | 7 | September 7, 2021 |
Regulatory assets under management: $295,223,233 in the October 2021 data and $528,142,142 in the October 2026 data, up 79%.
Total employees: 7 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $404,481,198 to $528,142,142 (+31%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BCR Wealth Strategies (CRD 119670): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bcr-wealth-strategies-vestavia-al-119670