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NBC CAPITAL ADVISORS
Legal name: BNC WEALTH MANAGEMENT, LLC
CRD 306483File 801-117800
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$847.5M
Above cohort median (national)
Discretionary AUM
$795.1M
Non-discretionary $52.4M
Clients
2,272
2,272 accounts
Employees
5
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 13, 2019
- Principal office
- 8625 SW CASCADE AVE.,, SUITE 410, BEAVERTON, OR, 97008
- Phone
- 503-683-7727
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $847.5M
- Discretionary AUM
- $795.1M
- Non-discretionary AUM
- $52.4M
- Discretionary accounts
- 2,247
- Non-discretionary accounts
- 25
- Total accounts
- 2,272
- AUM per client
- $373K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 57 | $74.3M |
| Charitable organizations | 18 | $1.1M |
| High net worth individuals | 900 | $590.3M |
| Pension and profit sharing plans | 14 | $48.1M |
| Individuals (other than high net worth individuals) | 1,283 | $133.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 2,138 | 2,272 | increased by134 |
| Apr 1, 2026 | AUM | $710,546,092 | $847,493,995 | increased by$136,947,903 |
| Apr 1, 2026 | Accounts | 2,138 | 2,272 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,651 | 2,138 | increased by487 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $516,048,784 | $710,546,092 | increased by$194,497,308 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,651 | 2,138 | increased by487 |
| Apr 1, 2022 | Clients | 1,650 | 1,651 | increased by1 |
| Apr 1, 2022 | AUM | $502,189,213 | $516,048,784 | increased by$13,859,571 |
| Apr 1, 2022 | Accounts | 1,650 | 1,651 | increased by1 |
| Nov 1, 2021 | Clients | 1,352 | 1,650 | increased by298 |
| Nov 1, 2021 | AUM | $393,576,687 | $502,189,213 | increased by$108,612,526 |
| Nov 1, 2021 | Accounts | 1,339 | 1,650 | increased by311 |
| Oct 1, 2021 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NBC CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NBC CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.