This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2002
- Office Locations
- 2
Office Locations
About BCR Wealth Strategies
BCR Wealth Strategies is a fee-only fiduciary wealth manager near Birmingham, AL providing highly customized financial planning and investment management. The team includes CFP(R) professionals and CPAs and emphasizes proactive, year-round coordination of investments, tax strategy, and estate/insurance decisions to improve after-tax outcomes. Serves business leaders, healthcare professionals, affluent families, and clients in transition. Custody includes Pershing.
Reported data analysis
What the numbers show
Between July 25, 2025 and January 22, 2026, reported AUM increased 30.6%, from $404.5M to $528.1M.
Across 5 reported observations, AUM increased 49.4% between December 7, 2022 and January 22, 2026, from $353.5M to $528.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 362 clients, or 51.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 2 reported office locations and 24 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review BCR Wealth Strategies's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full BCR Wealth Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARSHALL PETER RATHMELL
Financial Planner, Managing Member
- CRD
- #5657799
- Ownership
- 75% or more
Lindsay Walker Birchfield
Analyst, Chief Compliance Officer
- CRD
- #6808602
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Spencer Earl Lawson
Analyst
- CRD
- #7744920
HAROLD SASNOWITZ
Financial Planner
- CRD
- #5313969
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $528,142,142 | $433,259 |
| Non-Discretionary | $0 | -- |
| Total | $528,142,142 | $433,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
BCR Wealth Strategies has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
BCR Wealth Strategies's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing