Bcr Wealth Strategies, Llc
- Regulatory AUM
- $528M
- Discretionary
- $528M
- Clients
- 362
- Avg AUM / client
- $1.5M
- Accounts
- 1,219
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 227 | $136M | 25.7% |
| High net worth individuals | 127 | $361M | 68.4% |
| Pension and profit sharing plans | 3 | $14.5M | 2.75% |
| Charitable organizations | 3 | $4.5M | 0.85% |
| Corporations and other businesses | 2 | $11.8M | 2.24% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sandra Mitchell Cleveland | Managing Member | CFP | Mar 2006 (20y) | 10% – 25% |
| Marshall Peter Rathmell | Managing Member | CFP Personal Financial Specialist | Jun 2009 (17y) | 75% or more |
| Lindsay Walker Birchfield | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Harold Sasnowitz | Registered representative | CFP | Sep 2007 (19y) | |
| Timothy Robert Jones | Registered representative | Apr 2021 (5y) | ||
| Spencer Earl Lawson | Registered representative | CFP | May 2023 (3y) | |
| Annelise Nicole Sutherland | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $446M (84% of AUM) Jan 2026
- TD Ameritrade $274M (78% of AUM) Dec 2022
- Raymond James $220M (84% of AUM) Apr 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗