BNC Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
BNC Wealth Management reports 2,272 clients. They include 1,283 individual clients, 900 high-net-worth individuals, and 57 corporations and other businesses. Of its assets, 93.8% ($795M across 2,247 accounts) are managed with discretion; $52.4M across 25 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 16% |
| High-net-worth individuals | 40% | 70% |
| Pension and profit-sharing plans | <1% | 6% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,283 | $134M | 15.8% | $104K |
| High-net-worth individuals | 900 | $590M | 69.7% | $656K |
| Pension and profit-sharing plans | 14 | $48.1M | 5.7% | $3.44M |
| Charitable organizations | 18 | $1.12M | 0.1% | $62.4K |
| Corporations and other businesses | 57 | $74.3M | 8.8% | $1.3M |
| Total | 2,272 | $847M | 100% | $373K |
- Clients
- 1,283
- Regulatory AUM
- $134M
- AUM share
- 15.8%
- Avg. per client
- $104K
- Clients
- 900
- Regulatory AUM
- $590M
- AUM share
- 69.7%
- Avg. per client
- $656K
- Clients
- 14
- Regulatory AUM
- $48.1M
- AUM share
- 5.7%
- Avg. per client
- $3.44M
- Clients
- 18
- Regulatory AUM
- $1.12M
- AUM share
- 0.1%
- Avg. per client
- $62.4K
- Clients
- 57
- Regulatory AUM
- $74.3M
- AUM share
- 8.8%
- Avg. per client
- $1.3M
Total
- Clients
- 2,272
- Regulatory AUM
- $847M
- AUM share
- 100%
- Avg. per client
- $373K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
BNC Wealth Management charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consultation Service
- Financial consultation is quoted as a fixed fee based on the estimated time to complete the project, or negotiated; any retainer is capped at $1,200 when services cannot be rendered within six months.
David Nanson owns 50% to 75% of BNC Wealth Management. The leadership team of BNC Wealth Management includes Chief Compliance Officer Michelle Eldridge. It has 5 employees, 4 of them in advisory roles.
Leadership
- Michelle EldridgeChief Compliance Officer
- Jason BrattPartner
- David NansonPartner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of BNC Wealth Management, LLC
David Nanson
Control person · since April 2020
- Owns 50% to 75% of BNC Wealth Management, LLC
Jason Bratt
Control person · since April 2020
BNC Wealth Management’s regulatory assets grew 2.2× from $394M (July 2021) to $847M (August 2026); clients rose from 1,352 to 2,272 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $847M | 2,272 | 5 | 2 |
| March 2025 | $711M | 2,138 | 5 | 2 |
| March 2024 | $564M | 1,995 | 5 | 2 |
| March 2023 | $494M | 1,963 | 5 | 3 |
| June 2022 | $516M | 1,651 | 5 | 3 |
| July 2021 | $394M | 1,352 | 4 | 1 |
Besides its headquarters, BNC Wealth Management has 1 office, with 2 listed addresses in Oregon.
Oregon · 2 listed addresses
- 8625 SW Cascade Ave.,, Suite 410, BeavertonHQ
- 70800 Samphire, Sisters
Contact and registration details
- Legal name
- BNC Wealth Management, LLC
- Headquarters
- 8625 SW Cascade Ave.,, Suite 410, Beaverton, OR 97008
- Website
- nbccapitaladvisors.com
- Phone
- 503-683-7727
- SEC file
- 801-117800
- Structure
- Oregon LLC
- Fiscal year end
- December
BNC Wealth Management uses Fidelity ($680M, 88%) and Charles Schwab ($93.2M, 12%) as custodians for its separately managed accounts. BNC Wealth Management has custody of $194M in client assets for 343 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $680M88%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $93.2M12%
At year end, BNC Wealth Management’s separately managed accounts were mostly in stocks (53%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $414M across 106 positions; the largest are Amazon Com Inc. (5.8%), Nvidia Corporation (5.4%) and Apple Inc. (4.9%).
What the accounts hold
- Stocks53%
- Funds32%
- Bonds8%
- Cash7%
Reported 13F holdings
- $414M
- Reported 13F value
- 106
- Positions
- 39.1%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- Amazon Com Inc.5.8%
- Nvidia Corporation5.4%
- Apple Inc.4.9%
- Alphabet Inc. · Cap Stk CL A4.9%
- KLA Corp.3.6%
- Caterpillar Inc.3.2%
- Advanced Micro Devices Inc.3.0%
- Microsoft Corp.2.9%
- Tesla Inc.2.9%
- Select Sector SPDR TR · ST Str Util ETF2.6%
Together, the ten largest are 39.1% of reported value.
How many clients does BNC Wealth Management have?
BNC Wealth Management has 2,272 clients and manages $847 million for them, as of August 2026. They include 1,283 individual clients, 900 high-net-worth individuals, and 57 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does BNC Wealth Management offer?
BNC Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does BNC Wealth Management charge?
BNC Wealth Management charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance.
Which custodians does BNC Wealth Management use?
BNC Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $680M and Charles Schwab & Co., Inc. (Westlake, TX), with $93.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does BNC Wealth Management have?
BNC Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does BNC Wealth Management invest in?
At the end of its last fiscal year, BNC Wealth Management’s separately managed accounts held 53% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns BNC Wealth Management?
BNC Wealth Management’s direct owners are David Nanson (50% to 75%) and Jason Bratt (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does BNC Wealth Management get paid?
BNC Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is BNC Wealth Management registered with the SEC?
Yes, BNC Wealth Management has been registered with the SEC as an investment adviser since 13 December 2019. Its CRD number is 306483 and its SEC file number is 801-117800.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact BNC Wealth Management?
BNC Wealth Management’s main office is at 8625 SW Cascade Ave.,, Suite 410, Beaverton, OR 97008. Its phone number is 503-683-7727. Its website is nbccapitaladvisors.com.