{
  "crd_number": 306483,
  "slug": "nbc-capital-advisors-beaverton-or-306483",
  "primary_business_name": "NBC CAPITAL ADVISORS",
  "legal_name": "BNC WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Beaverton",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-12-13",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 847493995.0,
  "raum_discretionary": 795095557.0,
  "raum_non_discretionary": 52398438.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1122864.0,
      "count": 18
    },
    "individuals": {
      "raum": 133564387.0,
      "count": 1283
    },
    "pension_profit_sharing": {
      "raum": 48138566.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 590323934.0,
      "count": 900
    },
    "corporations_other_businesses": {
      "raum": 74344244.0,
      "count": 57
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "ID",
    "NV",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://nbccapitaladvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306483",
  "city_as_filed": "BEAVERTON",
  "url": "https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483",
  "display_name": "NBC Capital Advisors",
  "summary": "NBC Capital Advisors is an SEC-registered investment advisory firm in Beaverton, OR, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. NBC Capital Advisors (CRD 306483): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is NBC Capital Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), NBC Capital Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does NBC Capital Advisors' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is NBC Capital Advisors located?",
      "a": "NBC Capital Advisors' principal office is in Beaverton, OR, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is NBC Capital Advisors registered with the SEC or a state?",
      "a": "NBC Capital Advisors is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306483."
    },
    {
      "q": "How much does NBC Capital Advisors manage?",
      "a": "NBC Capital Advisors reports $847,493,995 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (94% discretionary)."
    },
    {
      "q": "How have NBC Capital Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for NBC Capital Advisors: Regulatory assets under management: $393,576,687 in the October 2021 data and $847,493,995 in the October 2026 data, up 115%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does NBC Capital Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,283); high net worth individuals (900); corporations or other businesses not listed above (57)."
    },
    {
      "q": "Which custodians does NBC Capital Advisors use?",
      "a": "NBC Capital Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does NBC Capital Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306483"
    },
    {
      "q": "Does NBC Capital Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"NBC does not have a specific account minimum.\""
    },
    {
      "q": "What changed in NBC Capital Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $710,546,092 to $847,493,995 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 393576687.0,
      "total_employees": 5,
      "filing_date": "2021-10-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 516048784.0,
      "total_employees": 5,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 494237935.0,
      "total_employees": 5,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 563658467.0,
      "total_employees": 5,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 710546092.0,
      "total_employees": 5,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 847493995.0,
      "total_employees": 5,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $710,546,092 to $847,493,995 (+19%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in ID."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee ranges up to 1.5% annually and is assessed and/or charged quarterly in advance, based on prior period-end value."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "NBC does not have a specific account minimum."
        ]
      }
    ],
    "quotes": [
      "Our annual fee ranges up to 1.5% annually and is assessed and/or charged quarterly in advance, based on prior period-end value.",
      "NBC does not have a specific account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/nbc-capital-advisors-beaverton-or-306483.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1283,
      "fewer_than_5": false,
      "raum": 133564387.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 900,
      "fewer_than_5": false,
      "raum": 590323934.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 48138566.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 18,
      "fewer_than_5": false,
      "raum": 1122864.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 57,
      "fewer_than_5": false,
      "raum": 74344244.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306483",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}