← Tributary

BCR WEALTH STRATEGIES

VESTAVIA, AL · CRD 119670 · IAPD ↗ · 205-298-1234

$528.1MRegulatory AUM
7Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — BCR WEALTH STRATEGIES crossed $500M in regulatory AUM ($404.5M -> $528.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2025 — BCR WEALTH STRATEGIES shrank from 11 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.