# BCR WEALTH STRATEGIES, LLC

BCR WEALTH STRATEGIES, LLC of VESTAVIA, AL is an SEC-registered investment adviser.

## Registration

- CRD: 119670
- Type: SEC-registered investment adviser
- SEC file number: 801-61015
- Location: 1952 URBAN CENTER PARKWAY, VESTAVIA, AL, 35242-2594
- Phone: 205-298-1234
- Latest filing: 2026-01-22
- Regulatory AUM: $528.1M
- Discretionary AUM: $528.1M
- Clients: 11
- Accounts: 1,219

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Sandra Mitchell Cleveland | MEMBER | — |
| Marshall Peter Rathmell | MANAGING MEMBER | — |
| Lindsay Walker Birchfield | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Timothy Robert Jones | MEMBER | — |
| BERK NORMAN MARK | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| PETROFSKY ANDREW DAVID | CHIEF COMPLIANCE OFFICER | — |
| CLEVELAND SANDRA MITCHELL | MANAGING MEMBER; MEMBER | — |
| RATHMELL MARSHALL PETER | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MEMBER (+1 more) | — |
| BERK NORMAN | MEMBER | — |
| MCGOWAN JAY HALLOWES | CHIEF COMPLIANCE OFFICER | — |
| Clayton Kristie M | CHIEF COMPLIANCE OFFICER | — |
| Birchfield Lindsay Walker | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119670/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119670/similar
- Related entities: https://search.stillhousedata.com/firm/119670/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119670

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.