BCR WEALTH STRATEGIES, LLC
Legal name: BCR WEALTH STRATEGIES
CRD #119670 SEC #801-61015 VESTAVIA, AL 205-298-1234
SEC Registered
Total AUM
$404.5M
Discretionary
$404.5M
Employees
10
Clients
251
Accounts
1,115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $404.5M | $404.5M | $0 | 10 | 0 |
| Jan 2025 | $404.5M | $404.5M | $0 | 10 | 0 |
| Apr 2024 | $367.3M | $367.3M | $0 | 13 | 0 |
| Jan 2024 | $347M | $347M | $0 | 13 | 0 |
| May 2023 | $329.9M | $329.9M | $0 | 13 | 0 |
| Feb 2023 | $329.9M | $329.9M | $0 | 13 | 0 |
| Dec 2022 | $353.5M | $353.5M | $0 | 11 | 0 |
| Jul 2022 | $353.5M | $353.5M | $0 | 11 | 0 |
| Apr 2022 | $353.5M | $353.5M | $0 | 11 | 0 |
| Mar 2022 | $353.5M | $353.5M | $0 | 11 | 0 |
| Sep 2021 | $295.2M | $295.2M | $0 | 7 | 0 |
| Apr 2021 | $295.2M | $295.2M | $0 | 7 | 0 |
| Mar 2021 | $295.2M | $295.2M | $0 | 7 | 0 |
| Nov 2020 | $262.4M | $254.7M | $7.7M | 6 | 0 |
| Sep 2020 | $262.4M | $254.7M | $7.7M | 6 | 0 |
| Jun 2020 | $262.4M | $254.7M | $7.7M | 6 | 0 |
| Jun 2020 | $262.4M | $254.7M | $7.7M | 6 | 0 |
| Mar 2020 | $262.4M | $254.7M | $7.7M | 6 | 0 |
| Nov 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Aug 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Aug 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Jul 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Jun 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Apr 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Mar 2019 | $236.8M | $236.4M | $395K | 7 | 0 |
| Apr 2018 | $260.6M | $260.6M | $0 | 9 | 0 |
| Mar 2018 | $260.6M | $260.6M | $0 | 9 | 0 |
| Nov 2017 | $226.7M | $220.7M | $6M | 9 | 0 |
| Feb 2017 | $226.7M | $220.7M | $6M | 9 | 200 |
| Mar 2016 | $193.1M | $187.2M | $5.9M | 9 | 200 |
| Nov 2015 | $191.3M | $191.3M | $0 | 6 | 200 |
| Aug 2015 | $191.3M | $191.3M | $0 | 6 | 200 |
| Jun 2015 | $191.3M | $191.3M | $0 | 6 | 200 |
| Mar 2015 | $184.5M | $184.5M | $0 | 6 | 200 |
| Jun 2014 | $163.7M | $163.7M | $0 | 6 | 200 |
| Mar 2014 | $163.7M | $163.7M | $0 | 6 | 200 |
| Aug 2013 | $139.8M | $139.8M | $0 | 8 | 200 |
| Apr 2013 | $139.8M | $139.8M | $0 | 8 | 200 |
| Apr 2013 | $139.8M | $139.8M | $0 | 8 | 200 |
| Oct 2012 | $119.2M | $119.2M | $0 | 6 | 225 |
| Mar 2012 | $119.2M | $119.2M | $0 | 6 | 225 |
| Mar 2011 | $119.4M | $118.9M | $551.5K | 10 | -- |
| May 2010 | $106.1M | $106.1M | $0 | 10 | -- |
| Mar 2009 | $87.5M | $86.9M | $563K | 10 | -- |
| Mar 2007 | $112.9M | $112.9M | $0 | 5 | -- |
| Mar 2007 | $112.9M | $112.9M | $0 | 5 | -- |
| Feb 2007 | $112.9M | $112.9M | $0 | 5 | -- |
| Mar 2006 | $71.4M | $71.4M | $0 | 5 | -- |
| Mar 2002 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$404.5M
Discretionary$404.5M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees13
Clients0
DateJan 2024
Total AUM$347M
Discretionary$347M
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees11
Clients0
DateJul 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees11
Clients0
DateApr 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$295.2M
Discretionary$295.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2020
Total AUM$262.4M
Discretionary$254.7M
Non-Disc.$7.7M
Employees6
Clients0
DateSep 2020
Total AUM$262.4M
Discretionary$254.7M
Non-Disc.$7.7M
Employees6
Clients0
DateJun 2020
Total AUM$262.4M
Discretionary$254.7M
Non-Disc.$7.7M
Employees6
Clients0
DateJun 2020
Total AUM$262.4M
Discretionary$254.7M
Non-Disc.$7.7M
Employees6
Clients0
DateMar 2020
Total AUM$262.4M
Discretionary$254.7M
Non-Disc.$7.7M
Employees6
Clients0
DateNov 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateAug 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateAug 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateJul 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateJun 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateApr 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateMar 2019
Total AUM$236.8M
Discretionary$236.4M
Non-Disc.$395K
Employees7
Clients0
DateApr 2018
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$226.7M
Discretionary$220.7M
Non-Disc.$6M
Employees9
Clients0
DateFeb 2017
Total AUM$226.7M
Discretionary$220.7M
Non-Disc.$6M
Employees9
Clients200
DateMar 2016
Total AUM$193.1M
Discretionary$187.2M
Non-Disc.$5.9M
Employees9
Clients200
DateNov 2015
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees6
Clients200
DateAug 2015
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees6
Clients200
DateJun 2015
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees6
Clients200
DateJun 2014
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2014
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$0
Employees6
Clients200
DateAug 2013
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees8
Clients200
DateApr 2013
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees8
Clients200
DateApr 2013
Total AUM$139.8M
Discretionary$139.8M
Non-Disc.$0
Employees8
Clients200
DateOct 2012
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees6
Clients225
DateMar 2012
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees6
Clients225
DateMar 2011
Total AUM$119.4M
Discretionary$118.9M
Non-Disc.$551.5K
Employees10
Clients--
DateMay 2010
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$87.5M
Discretionary$86.9M
Non-Disc.$563K
Employees10
Clients--
DateMar 2007
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$71.4M
Discretionary$71.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--