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, SEC‑registered investment adviser organized as an LLC and operating since 2019. The firm serves both individuals/families and institutional clients, charging fees as a percentage of assets under management. Advisory services listed include financial planning and portfolio management for individuals, small businesses, and larger institutional clients. The firm also operates as an insurance broker and identifies as an "Other Investment Adviser" in its affiliations. NBC Capital Advisors is not designated as a capital allocator and does not describe itself as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Ashley Colvin
Wealth Advisor AssociateCRD 5386097
David Nanson
PartnerCRD 3035581
Jason Bratt
PartnerCRD 2891892
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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