SourcingSourcing

BCR WEALTH STRATEGIES, LLC

C32
CRD 119670·SEC 801-61015·VESTAVIA, AL
AUM
$528.1M
$500M-$1B
Est. Revenue
$5.3M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BCR WEALTH STRATEGIES, LLC
CRD
119670
SEC file #
801-61015
EIN
943423851
DBA names
Bcr Wealth Strategies

Economics

AUM
$528.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$236.8M → $528.1M▲ +123%
Client mix
Individuals Other227
Individuals High Net Worth127
Pension Profit Sharing Plans3
Charitable Organizations3
Corporations2

Operations

Employees (total)
11
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
VESTAVIA AL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
twitter.com/bcr_wealth?lang=en(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RATHMELL, MARSHALL, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
RATHMELL, MARSHALL, PETER
Birchfield, Lindsay, Walker
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bcrstrategies.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
23,958
Form 5500 Compensation Trajectory 3y
202523,958
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
23,958
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001908380
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001908380-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
1952 URBAN CENTER PARKWAYVESTAVIA, AL 35173
Business
1952 URBAN CENTER PARKWAYVESTAVIA, AL 35173
Edgar EIN
943423851
Edgar Recent Filings
13F-HR2026-05-01 · 0001908380-26-000002
13F-HR2026-01-23 · 0001908380-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5657799
Trust Company Affiliate
No

People (7)

7
RATHMELL, MARSHALL, PETER
IAR · Direct Owner · 87.5%
5657799
CLEVELAND, SANDRA, MITCHELL
IAR · Executive Officer · 2.5%
4570085
JONES, TIMOTHY, ROBERT
IAR · Executive Officer · 2.5%
5967989
Birchfield, Lindsay, Walker
IAR · Executive Officer · 2.5%
6808602
HAROLD SASNOWITZ
IAR
5313969
Annelise Nicole Sutherland
IAR
8132697
Spencer Earl Lawson
IAR
7744920