Nbc Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beaverton, OR. Its latest Form ADV filing, dated March 25, 2026, reports $847M in regulatory assets under management, 5 employees, 1 office, and 2,272 accounts.
Assets Under Management
$847M
Employees
5
Offices
1 office
Total Clients
2,272
Primary office
BEAVERTON, OR
8625 SW CASCADE AVE., SUITE 410, BEAVERTON, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
1,283
2
HNWI
39.6%
900
3
Corporations
2.5%
57
4
Charitable
0.8%
18
5
Pension Plans
0.6%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$847Mas of March 25, 2026
Discretionary93.8%
$795M
94% of total RAUM93.8%
Non-discretionary6.2%
$52M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$847M
Total Accounts2,272
10Y AUM Change+$847M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee454:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.