BNC WEALTH MANAGEMENT, LLC
Legal name: NBC CAPITAL ADVISORS
CRD #306483 SEC #801-117800 BEAVERTON, OR 503-683-7727
SEC Registered
Total AUM
$710.5M
Discretionary
$662.2M
Employees
5
Clients
51
Accounts
2,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $710.5M | $662.2M | $48.3M | 5 | 0 |
| Mar 2025 | $710.5M | $662.2M | $48.3M | 5 | 0 |
| Mar 2024 | $563.7M | $500.5M | $63.1M | 5 | 0 |
| Nov 2023 | $494.2M | $445.6M | $48.7M | 5 | 0 |
| Oct 2023 | $494.2M | $445.6M | $48.7M | 5 | 0 |
| Sep 2023 | $494.2M | $445.6M | $48.7M | 5 | 0 |
| Mar 2023 | $494.2M | $445.6M | $48.7M | 5 | 0 |
| Mar 2023 | $494.2M | $445.6M | $48.7M | 5 | 0 |
| Oct 2022 | $516M | $468.6M | $47.4M | 5 | 0 |
| Sep 2022 | $516M | $468.6M | $47.4M | 5 | 0 |
| Jun 2022 | $516M | $468.6M | $47.4M | 5 | 0 |
| Mar 2022 | $516M | $468.6M | $47.4M | 5 | 0 |
| Nov 2021 | $502.2M | $457.3M | $44.9M | 5 | 0 |
| Nov 2021 | $502.2M | $457.3M | $44.9M | 5 | 0 |
| Oct 2021 | $502.2M | $457.3M | $44.9M | 5 | 0 |
| Oct 2021 | $393.6M | $382.5M | $11.1M | 5 | 0 |
| Jul 2021 | $393.6M | $382.5M | $11.1M | 4 | 0 |
| Apr 2021 | $393.6M | $382.5M | $11.1M | 4 | 0 |
| Mar 2021 | $393.6M | $382.5M | $11.1M | 4 | 0 |
| Sep 2020 | $296.7M | $296.7M | $0 | 3 | 0 |
| Sep 2020 | $296.7M | $296.7M | $0 | 3 | 0 |
| Jun 2020 | $296.7M | $296.7M | $0 | 3 | 0 |
| May 2020 | $296.7M | $296.7M | $0 | 3 | 0 |
| Apr 2020 | $296.7M | $296.7M | $0 | 3 | 0 |
| Apr 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2019 | $0 | $0 | $0 | 3 | 0 |
DateSep 2025
Total AUM$710.5M
Discretionary$662.2M
Non-Disc.$48.3M
Employees5
Clients0
DateMar 2025
Total AUM$710.5M
Discretionary$662.2M
Non-Disc.$48.3M
Employees5
Clients0
DateMar 2024
Total AUM$563.7M
Discretionary$500.5M
Non-Disc.$63.1M
Employees5
Clients0
DateNov 2023
Total AUM$494.2M
Discretionary$445.6M
Non-Disc.$48.7M
Employees5
Clients0
DateOct 2023
Total AUM$494.2M
Discretionary$445.6M
Non-Disc.$48.7M
Employees5
Clients0
DateSep 2023
Total AUM$494.2M
Discretionary$445.6M
Non-Disc.$48.7M
Employees5
Clients0
DateMar 2023
Total AUM$494.2M
Discretionary$445.6M
Non-Disc.$48.7M
Employees5
Clients0
DateMar 2023
Total AUM$494.2M
Discretionary$445.6M
Non-Disc.$48.7M
Employees5
Clients0
DateOct 2022
Total AUM$516M
Discretionary$468.6M
Non-Disc.$47.4M
Employees5
Clients0
DateSep 2022
Total AUM$516M
Discretionary$468.6M
Non-Disc.$47.4M
Employees5
Clients0
DateJun 2022
Total AUM$516M
Discretionary$468.6M
Non-Disc.$47.4M
Employees5
Clients0
DateMar 2022
Total AUM$516M
Discretionary$468.6M
Non-Disc.$47.4M
Employees5
Clients0
DateNov 2021
Total AUM$502.2M
Discretionary$457.3M
Non-Disc.$44.9M
Employees5
Clients0
DateNov 2021
Total AUM$502.2M
Discretionary$457.3M
Non-Disc.$44.9M
Employees5
Clients0
DateOct 2021
Total AUM$502.2M
Discretionary$457.3M
Non-Disc.$44.9M
Employees5
Clients0
DateOct 2021
Total AUM$393.6M
Discretionary$382.5M
Non-Disc.$11.1M
Employees5
Clients0
DateJul 2021
Total AUM$393.6M
Discretionary$382.5M
Non-Disc.$11.1M
Employees4
Clients0
DateApr 2021
Total AUM$393.6M
Discretionary$382.5M
Non-Disc.$11.1M
Employees4
Clients0
DateMar 2021
Total AUM$393.6M
Discretionary$382.5M
Non-Disc.$11.1M
Employees4
Clients0
DateSep 2020
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0