$847.5M Total AUM
$795.1M Disc. AUM
15.6% 3Y CAGR
5 Employees
2,272 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
8625 SW Cascade Ave., Suite 410 Beaverton OR
About NBC Capital Advisors
NBC Capital Advisors is a Beaverton, OR-based RIA providing wealth management and comprehensive financial planning. The team builds personalized investment strategies tied to client goals, manages portfolios cost-effectively, and oversees risk and ongoing progress over time. Portfolios skew to ETFs, public funds, and U.S. government/agency bonds, with custody relationships including Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$211.9M AVG AUM / ADVISOR
$373.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JASON ALEXANDER BRATT
Partner
- CRD
- #2891892
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID KENNETH NANSON
Partner
- CRD
- #3035581
- Ownership
- 50% but less than 75%
Available
Available
Available
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Z
ZANE TOLLMAN BRATT
--
- CRD
- #8310012
Available
Available
Available
ASHLEY NICHOLE COLVIN
Wealth Advisor
- CRD
- #5386097
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $795,095,557 | $353,848 |
| Non-Discretionary | $52,398,438 | $2,095,938 |
| Total | $847,493,995 | $373,017 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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