This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing