NBC CAPITAL ADVISORS

Legal name: BNC WEALTH MANAGEMENT, LLC

CRD 306483File 801-117800

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$847.5M

Above cohort median (national)

Discretionary AUM

$795.1M

Non-discretionary $52.4M

Clients

2,272

2,272 accounts

Employees

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
Website: https://www.nbccapitaladvisors.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.