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The fee is billed in advance.","source":"NBC CAPITAL ADVISORS BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BNC Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BNC Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BNC Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BNC Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BNC Wealth Management get paid?","answer":"BNC Wealth Management is paid through a percentage of assets under management. 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