BCR Wealth Strategies

Overview

BCR Wealth Strategies is an SEC registered investment adviser based in Vestavia, AL, registered since 2002. It reports $528M in assets under management across 1,219 accounts, with 11 employees. It has 8 investment adviser representatives.

Reported AUM

$528M

Discretionary

100%

Accounts

1,219

Average account

$433K

Employees

11

Advisory reps

8

Registered since

2002

Jurisdictions

7

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Marshall Peter Rathmell Managing Member CRD 5657799
• Lindsay Walker Birchfield Member and Chief Compliance Officer CRD 6808602
• Sandra Mitchell Cleveland Member CRD 4570085

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Lindsay Walker Birchfield Investment Adviser Rep CRD 6808602
• Sandra Mitchell Cleveland Investment Adviser Rep CRD 4570085
• Timothy Robert Jones Jr. Investment Adviser Rep CRD 5967989

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1952 Urban Center Pkwy
Vestavia, AL 35242

County

Jefferson

Metro area

Birmingham-Hoover, AL

Region

South

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: bcrwealth.com

Every state, with registration dates

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