BNC WEALTH MANAGEMENT, LLC

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UUIDf09ac10c-5a01-53dc-8b22-63e1669a394c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	306483	306483	—	1.0
cik	0001821549	1821549	—	—
sec_file_number	801-117800	801-117800	—	—

Profile

Websitehttps://www.nbccapitaladvisors.com/

HQ CityBEAVERTON

HQ StateOR

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

NBC CAPITAL ADVISORS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)710,546,092.0
RAUM (discretionary)662,243,152.0
Actionable assets599,690,082.0
Accounts2,138.0

Institutional Clients

Government AUM—
Pension AUM44,129,402.0
Charitable AUM1,046,700.0
HNW AUM502,393,243.0

As of 2025-03-10 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BRATT, JASON, ALEXANDER	PARTNER	OFFICER	—	{"filing_id": "2017816", "owner_id": "2891892", "source": "adv_part1", "table": "Schedule_A_B"}
ELDRIDGE, MICHELLE, LEA	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017816", "owner_id": "4143449", "source": "adv_part1", "table": "Schedule_A_B"}
NANSON, DAVID, KENNETH	PARTNER	OFFICER	—	{"filing_id": "2017816", "owner_id": "3035581", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BRATT, JASON, ALEXANDER

PARTNER

OFFICER

—

{"filing_id": "2017816", "owner_id": "2891892", "source": "adv_part1", "table": "Schedule_A_B"}

ELDRIDGE, MICHELLE, LEA

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2017816", "owner_id": "4143449", "source": "adv_part1", "table": "Schedule_A_B"}

NANSON, DAVID, KENNETH

PARTNER

OFFICER

—

{"filing_id": "2017816", "owner_id": "3035581", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/24/2025 11:20:32 AM",
  "filing_id": "2017816",
  "reg_type": "IA"
}
```

BNC WEALTH MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1