NBC Capital Advisors
Firm details
- Headquarters
- Beaverton, Oregon
- CRD number
- 306483
- Registered since
- December 13, 2019
- Website
- www.nbccapitaladvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.66%
- Individuals15.76%
- Corporations / Businesses8.77%
- Pension & Profit Sharing Plans5.68%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
NBC Capital Advisors is an independent, fee-based registered investment adviser organized as an LLC and operating since 2019. The firm serves individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. NBC Capital Advisors also functions as an insurance broker. Its advisory model charges a percentage of AUM and the firm does not present itself as a capital allocator or pension consultant. NBC Capital Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds32%
- US Government Bonds8%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Michelle Eldridge
Chief Compliance OfficerCRD 4143449
Contacts
3 of 5
Jason Bratt
PartnerCRD 2891892
Zane Bratt
Financial AdvisorCRD 8310012
Ashley Colvin
Wealth Advisor AssociateCRD 5386097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$67.2M in ETFs
95%
$64M
<1%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF (XLU) | State Street | Passive | Utilities | $10.8M | 237,973 | 16.06% |
Location
Beaverton, OR
Washington
Location
Beaverton, OR
Headquartered in Beaverton, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Washington
- Address
- 8625 Sw Cascade Ave
- Time zone
- PT (UTC-8)
- Office locations
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