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, individual-owned limited liability company that acts as a fee-based registered investment adviser. The firm is registered with the SEC (registration year 2019) and serves both individual/family clients and institutional customers. Advisory services listed include financial planning and discretionary portfolio management for individuals, small businesses and institutions; the firm also conducts insurance brokerage activity. NBC Capital Advisors charges fees as a percentage of assets under management and does not operate as a capital allocator.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$41.2M in ETFs
81%
$33.2M
1%
$8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 MOMENTUM ETF (SPMO) | Invesco | Passive | Large Blend | $11.3M | 74,416 | 27.40% |
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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