Managing Member · BCR Wealth Strategies
Marshall P. Rathmell
CRD 5657799 · Named on Form ADV at one SEC-registered adviser
At a glance
BCR Wealth Strategies, an SEC-registered wealth manager based in Vestavia, AL with $528 million in regulatory assets, lists Marshall P. Rathmell on its Form ADV as Managing Member, a control person.
Firms and roles
- BCR Wealth StrategiesManaging MemberWealth manager · Vestavia, AL · $528M in regulatory assets
AtlasMembers
Marshall’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sandra M. ClevelandMember, BCR Wealth Strategies
- Lindsay W. BirchfieldMember and Chief Compliance Officer, BCR Wealth Strategies
- Timothy R. JonesMember, BCR Wealth Strategies
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marshall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.