# BCR Wealth Strategies

> 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.

- CRD: 119670
- Filed as: BCR WEALTH STRATEGIES
- Legal name: BCR Wealth Strategies, LLC
- Also doing business as: BCR WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Vestavia, AL
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/119670
- AdvisorCensus page: https://advisorcensus.com/firm/bcr-wealth-strategies-vestavia-al-119670

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 22, 2026)

- Flat fee: $1,500 to $10,000 (financial planning and consulting)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $528,142,142
- Discretionary: $528,142,142
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 227 | $135,823,680 |
| High net worth individuals | 127 | $361,460,256 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $14,528,536 |
| Charitable organizations | 3 | $4,490,721 |
| Corporations or other businesses not listed above | 2 | $11,838,949 |

### 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)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 11 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bcrwealth.com
- Facebook @BCRWEALTH
- Instagram @bcrwealth
- LinkedIn @BCRWealth
- X @BCR_WEALTH
- YouTube @UCXwvI1sC3j9czw-NTF1EOpQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $295,223,233 | 7 | September 7, 2021 |
| October 2022 | $353,544,205 | 11 | July 1, 2022 |
| October 2023 | $329,884,925 | 13 | May 19, 2023 |
| October 2024 | $367,325,029 | 13 | April 29, 2024 |
| October 2025 | $404,481,198 | 10 | July 25, 2025 |
| October 2026 | $528,142,142 | 11 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $404,481,198 to $528,142,142 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BCR Wealth Strategies (CRD 119670): Form ADV filing data as of October 2026.