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NBC CAPITAL ADVISORS
BNC WEALTH MANAGEMENT, LLC
CRD 306483 · SEC 801-117800
8625 SW CASCADE AVE.,, SUITE 410, BEAVERTON, OR, 97008, United States
Phone
503-683-7727
Fax
503-683-7726
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$847.5M
Discretionary AUM
$795.1M
Team
5 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1283 | $133.6M |
| High net worth individuals | 900 | $590.3M |
| Pension/profit sharing plans | 14 | $48.1M |
| Charitable organizations | 18 | $1.1M |
| Corporations/business entities | 57 | $74.3M |
States served
AZ, CA, CO, ID, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD