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Nbc Capital Advisors

Financial planning in Beaverton, OR

SEC registeredNo commissions reported

Call (503) 683-7727Send a messageMap ↗

Public-record details

Address
8625 Sw Cascade Ave.,, Suite 410, Beaverton, OR 97008
Phone
(503) 683-7727
Listed under
Financial planning, % of assets managed
Legal name
Bnc Wealth Management, LLC
CRD number
306483
Registration
SEC registered since 2019-12-13
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$847.5 million
Accounts managed
2,272
Clients reported (Form ADV 5.D)
2,272
Individual / high-net-worth clients
1,283 / 900
Employees
5
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-08-27

SEC registered investment adviser, CRD 306483, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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