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NBC Capital Advisors

Updated today

Client assets under management

$723,888,321

Clients

2,183

41% high-net worth

Advisors

4

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

546

Very High

Average account size

$331,603

About

NBC Capital Advisors provides discretionary investment management, financial planning and consulting, ERISA plan advisory and selection of third‑party money managers to a mix of individual, high‑net‑worth, trust and institutional clients. The firm’s consulting services, as described in the brochure, also cover areas such as estate and tax planning, corporate structure, real estate analysis and cost segregation studies and may be delivered as standalone engagements or alongside portfolio management.

The firm describes an investment program that blends active and passive management with diversification across asset classes, and it uses a range of analytical methods — including fundamental, technical/charting, relative‑strength analysis, options and alternative investments — as well as tactical asset allocation and trend‑following approaches. NBC states it manages portfolios on a continuous basis, monitoring and rebalancing holdings to align with client objectives, risk tolerance and time horizon.

The brochure discloses approximately $847,493,995 in assets under management across about 2,272 accounts while operating with four advisors, resulting in a substantially higher number of accounts per advisor than is typical for peer team firms. The firm also notes less common features for its peer group: certain supervised persons are licensed insurance agents who may sell commissionable insurance products, and the firm uses a held‑away account platform (Pontera) to manage assets without taking custody.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial consultation fees quoted as fixed or negotiated flat fees, including retainers

Percentage

Up to 1.5% annually, fee may be structured as a fixed flat percentage, tiered schedule, or linear breakpoint schedule

Commissions

Certain supervised persons may offer securities brokerage services under separate commission-based arrangements

Project-based

Hourly billing is possible for financial consultation engagements with negotiated fees

Other

Minimum fee: May include a minimum quarterly fee Fee-only: Financial Consultation Service offered as fixed or negotiated fees, including flat fees and hourly rate billing with retainers up to $1,200

Main office location

NBC Capital Advisors

8625 Sw Cascade Ave.,, Suite 410

Beaverton OR 97008, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Idaho · Nevada · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ashley C

Series 63, Series 65

Beaverton, OR

NBC Capital Advisors

Ashley Colvin is a financial advisor at NBC Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and PURSHE KAPLAN STERLING INVESTMENTS. Colvin has been with NBC Capital Advisors since 2020. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach combining fundamental, cyclical, and technical analysis with active and passive strategies, managing over $710 million across approximately 2,100 accounts.

Options & derivatives strategies Private / alternative investments
user avatar

Jack H

Series 65

Beaverton, OR

NBC Capital Advisors

Jack Holum is a financial advisor at NBC Capital Advisors with a Series 65 designation and one year of industry experience. Prior to joining NBC Capital Advisors, he worked at Grant Thornton for three years. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm employs a diversified investment approach using both active and passive strategies tailored to individual client profiles.

Options & derivatives strategies Private / alternative investments
user avatar

David N

Series 63, Series 65

Beaverton, OR

NBC Capital Advisors

David Nanson is a financial advisor with NBC Capital Advisors in Beaverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, True Private Wealth Advisors, and UBS Financial Services. Outside of his advisory work, he is also an insurance agent servicing annuities and co-owns two real estate investment LLCs. NBC Capital Advisors is a four-advisor team providing discretionary investment management, financial planning, ERISA and retirement-plan advisory services, and third-party manager selection. The firm manages approximately $710.5 million across about 2,100 accounts, utilizing a blend of fundamental, cyclical, charting, and technical analysis with both active and passive strategies tailored to individual client profiles.

Options & derivatives strategies Private / alternative investments
user avatar

Jason B

Series 63, Series 65

Beaverton, OR

NBC Capital Advisors

Jason Bratt is a financial advisor at NBC Capital Advisors in Beaverton, Oregon, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc, TRUE Private Wealth Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of advisory roles, he is an insurance agent servicing annuities. NBC Capital Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, pension, and institutional clients. The firm manages approximately $710.5 million across about 2,100 accounts, employing a diversified investment approach that combines fundamental, cyclical, and technical analysis with both active and passive strategies.

Options & derivatives strategies Private / alternative investments
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