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

Clients

251

Accounts

1,115

Firm Details

Organization Type: Limited Liability Company
State of Formation: Alabama
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 25, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA
Birchfield, Lindsay, Walker	I	MEMBER AND CHIEF COMPLIANCE OFFICER	NA
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	NA
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
Clayton, Kristie, M	I	CHIEF COMPLIANCE OFFICER	NA
JONES, TIMOTHY, ROBERT	I	MEMBER	NA
JONES, TIMOTHY, ROBERT	I	MEMBER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
MCGOWAN, JAY, HALLOWES	I	CHIEF COMPLIANCE OFFICER	NA
PETROFSKY, ANDREW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
PETROFSKY, ANDREW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
PETROFSKY, ANDREW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
PETROFSKY, ANDREW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
PETROFSKY, ANDREW, DAVID	I	CHIEF COMPLIANCE OFFICER	NA
BERK, NORMAN	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MEMBER	E	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	E	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	D	Control
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
RATHMELL, MARSHALL, PETER	I	MANAGING MEMBER	C	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
BERK, NORMAN, MARK	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
CLEVELAND, SANDRA, MITCHELL	I	MANAGING MEMBER	B	Control
RATHMELL, MARSHALL, PETER	I	MEMBER	B	Control
RATHMELL, MARSHALL, PETER	I	MEMBER/CHIEF COMPLIANCE OFFICER	B	Control

Registrations

Federal

Jul 25, 2025 REGISTERED

Notice Filings (8)

AL CA FL GA MA NJ NY TX

Address

1952 URBAN CENTER PARKWAY
VESTAVIA, AL 35242-2594
United States

Phone: 205-298-1234