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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC, CRD 306483

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7285ed8-85b2-366c-6564-9b4be0f46a4b

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Nov 15, 2019 to Aug 27, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $847MItem 5.F on the latest filing (2026-08-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $795M
Private client RAUM: $724MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $169Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,272
Individual clients: 1,283
High net worth clients: 900
Custody, client assets: $194M
SEC number: 801-117800
CIK: 1821549
CRD: 306483
Filings on the tape: 30
First filed: Nov 15, 2019
Latest filed: Aug 27, 2026
Organised: Limited Liability Company, OR
Website: nbccapitaladvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON ALEXANDER BRATT	n/a	BEAVERTON, OR	6	29	2	no
DAVID KENNETH NANSON	n/a	BEAVERTON, OR	6	28	2	no
ASHLEY NICHOLE COLVIN	n/a	BEAVERTON, OR	6	18	1	no
JACK HOLUM	n/a	BEAVERTON, OR	0	13	n/a	no
ZANE TOLLMAN BRATT	n/a	BEAVERTON, OR	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRATT, JASON, ALEXANDER	Partner	D	yes	04/2020	Nov 15, 2019	Mar 8, 2024
ELDRIDGE, MICHELLE, LEA	CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Sep 11, 2023	Mar 8, 2024
NANSON, DAVID, KENNETH	Partner	D	yes	04/2020	Nov 15, 2019	Mar 8, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Sisters	Or	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$847M	$795M	5	4	1	n/a	n/a
2024	Mar 10, 2025	$711M	$662M	5	4	1	n/a	n/a
2023	Mar 8, 2024	$564M	$501M	5	4	1	n/a	n/a
2022	Mar 9, 2023	$494M	$446M	5	4	2	n/a	n/a
2021	Mar 15, 2022	$516M	$469M	5	4	1	n/a	n/a
2020	Mar 16, 2021	$394M	$382M	4	2	0	n/a	n/a
2019	Mar 2, 2020	$0	$0	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$847M	$711M	19.3%	$494M	19.7%	5	5	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRUE PRIVATE WEALTH ADVISORS, LLC	3	Apr 1, 2020	Feb 12, 2020	SALEM, OR	Team lift out	RIA to new firm	25.0%

Relationships

Registered with (5)

← ZANE TOLLMAN BRATTAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← JACK HOLUMAdvisorregistration: current employment
Oct 1, 2025 to presentfactForm ADV
← JASON ALEXANDER BRATTAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV
← DAVID KENNETH NANSONAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV
← ASHLEY NICHOLE COLVINAdvisorregistration: current employment
Feb 12, 2020 to presentfactForm ADV

Controls (3)

← BRATT, JASON, ALEXANDEROwnerPARTNER, ownership code D, individual
Nov 15, 2019 to Mar 8, 2024factForm ADV
← NANSON, DAVID, KENNETHOwnerPARTNER, ownership code D, individual
Nov 15, 2019 to Mar 8, 2024factForm ADV
← ELDRIDGE, MICHELLE, LEAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 11, 2023 to Mar 8, 2024factForm ADV

Moved with (1)

← TRUE PRIVATE WEALTH ADVISORS, LLCRegistered adviser3 advisors, team lift out, same day
Apr 1, 2020 to Feb 12, 2020factForm ADV

Dated events

Occurred
Mar 10, 2025
Regulatory AUM changed
Nbc Capital Advisors reported RAUM $710.5M, up 26% from $563.7M (2024-03-08 to 2025-03-10)
Form ADVobserved 4 days ago
$147M
Occurred
Sep 11, 2023
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Nbc Capital Advisors (listed 2023-03-29, absent 2023-09-11)
Form ADVobserved 4 days ago
Occurred
Sep 11, 2023
Control person joined
Lea Michelle Eldridge (Chief Compliance Officer) appeared on Schedule A of Nbc Capital Advisors
Form ADVobserved 4 days ago
Occurred
Oct 26, 2021
Regulatory AUM changed
Nbc Capital Advisors reported RAUM $502.2M, up 28% from $393.6M (2021-10-01 to 2021-10-26)
Form ADVobserved 4 days ago
$109M
Occurred
Nov 15, 2019
First Form ADV filing
Nbc Capital Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7285ed8-85b2-366c-6564-9b4be0f46a4b
First observed: Nov 15, 2019
Last observed: Aug 27, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC, CRD 306483

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7285ed8-85b2-366c-6564-9b4be0f46a4b

Data as of Aug 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON ALEXANDER BRATT

n/a

BEAVERTON, OR

DAVID KENNETH NANSON

n/a

BEAVERTON, OR

ASHLEY NICHOLE COLVIN

n/a

BEAVERTON, OR

JACK HOLUM

n/a

BEAVERTON, OR

n/a

ZANE TOLLMAN BRATT

n/a

BEAVERTON, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRATT, JASON, ALEXANDER

Partner

yes

04/2020

Nov 15, 2019

Mar 8, 2024

ELDRIDGE, MICHELLE, LEA

CHIEF COMPLIANCE OFFICER

yes

09/2023

Sep 11, 2023

Mar 8, 2024

NANSON, DAVID, KENNETH

Partner

yes

04/2020

Nov 15, 2019

Mar 8, 2024

City

State

Country

Employees

Also broker-dealer

Sisters

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$847M

$795M

n/a

2024

Mar 10, 2025

$711M

$662M

n/a

2023

Mar 8, 2024

$564M

$501M

n/a

2022

Mar 9, 2023

$494M

$446M

n/a

2021

Mar 15, 2022

$516M

$469M

n/a

2020

Mar 16, 2021

$394M

$382M

n/a

2019

Mar 2, 2020

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$847M

$711M

19.3%

$494M

19.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRUE PRIVATE WEALTH ADVISORS, LLC

Apr 1, 2020

Feb 12, 2020

SALEM, OR

Team lift out

RIA to new firm

25.0%