BCR WEALTH STRATEGIES Revenue, Growth & Competitor Profile

DBA BCR WEALTH STRATEGIES, LLC
DBA BERK CLEVELAND RATHMELL WEALTH STRA
DBA BERK CLEVELAND RATHMELL WEALTH STRATEGIES, LLC

Company Profile & Annual Report for BCR Wealth Strategies

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BCR Wealth Strategies Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52 Finance & Insurance
Address	1952 Urban Center Parkway Vestavia, AL 35242 bcrwealth.com

Note: Revenues for privately held companies are statistical evaluations.




BCR Wealth Strategies's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
• What industry is the company in?

BCR Wealth Strategies Annual Revenue and Growth Rate

BCR Wealth Strategies	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: BCR Wealth Strategies's revenues are gauged from an analysis of company filings.

BCR Wealth Strategies's Income Statement (based on Industry Averages)

	$ Millions (Industry Average)
BCR Wealth Strategies Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that BCR Wealth Strategies is developing and marketing. BCR Wealth Strategies doesn't have any recent trademark applications, indicating BCR Wealth Strategies is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
PASSIONATE ABOUT HELPING PEOPLE SUCCEED. Investment management and advising; financial planning; wealth management planning; providing fiduciary investment advice services to corporate retirement and deferred compensation plan trustees and plan participants; providing information and data about financial retirement plans to the third party administrators of the plans; providing consultation services and advice to individuals regarding disability, life, long term care, personal liability, home owners, automobile, and medical insurance; insurance brokerage in the fields of disability, life, and long-term care insurance policies; providing analysis, advice, and recommendations in the fields of financial advice regarding budgeting, cash management, balancing current lifestyle and future goals, preparations for retirement and college funding; providing financial analysis and advice regarding income tax implications of financial planning and investment; and assisting individuals with estate planning documents	08/26/2016
BCR Investment management and advising; financial planning; wealth management planning; providing fiduciary investment advice services to corporate retirement and deferred compensation plan trustees and plan participants; providing information and data about financial retirement plans to the third party administrators of the plans; providing consultation services and advice to individuals regarding disability, life, long term care, personal liability, home owners, automobile, and medical insurance; insurance brokerage in the fields of disability, life, and long-term care insurance policies; providing analysis, advice, and recommendations in the fields of financial advice regarding budgeting, cash management, balancing current lifestyle and future goals, preparations for retirement and college funding; providing financial analysis and advice regarding income tax implications of financial planning and investment; and assisting individuals with estate planning documents	01/07/2015

See all trademarks and details in the Full Report.

Recession Risk

Determine whether BCR Wealth Strategies grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof BCR Wealth Strategies is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.

Market Share of BCR Wealth Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as BCR Wealth Strategies, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

Nearby Competitors

These companies are similar in business line and location to BCR Wealth Strategies. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
REGIONS FINANCIAL	Birmingham, AL	100
PROTECTIVE COLI PPVUL SV	Birmingham, AL	84
COMPASS BANCSHARES	Birmingham, AL	73
E.A. RENFROE	Birmingham, AL	25
INFINITY PROPERTY & CASUALTY	Birmingham, AL	23
RXBENEFITS	Birmingham, AL	22

Future Competition: BCR Wealth Strategies's Fastest Growing Competitors

These companies are in the same general field as BCR Wealth Strategies and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)