BCR WEALTH STRATEGIES

Legal name: BCR WEALTH STRATEGIES, LLC

CRD 119670File 801-61015

APPROVED

Retail clients

Custody

Filing as of Jan 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$528.1M

Above cohort median (national)

Discretionary AUM

$528.1M

Clients

362

1,219 accounts

Employees

Above cohort median in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 21, 2002
Principal office: 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242-2594
Phone: 205-298-1234
Website: HTTPS://TWITTER.COM/BCR_WEALTH?LANG=EN

Assets & accounts

ADV Item 5F

Total regulatory AUM: $528.1M
Discretionary AUM: $528.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,219
Non-discretionary accounts: 0
Total accounts: 1,219
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$11.8M
Charitable organizations	3	$4.5M
High net worth individuals	127	$361.5M
Pension and profit sharing plans	3	$14.5M
Individuals (other than high net worth individuals)	227	$135.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.