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David Kenneth Nanson

NBC CAPITAL ADVISORS

BEAVERTON, OR

·CRD# 3035581·28 years experience

Professional Summary

David Kenneth Nanson, who also goes by David K Nanson, is a registered financial advisor currently at NBC CAPITAL ADVISORS located in Beaverton, Oregon. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David K Nanson

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

NBC CAPITAL ADVISORS·CRD# 306483

RIA

8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

February 12, 2020 - Present

TRUE PRIVATE WEALTH ADVISORS, LLC·CRD# 164947

RIA

Portland, OR

November 30, 2017 - April 1, 2020

PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747

BD

Beaverton, OR

November 30, 2017 - October 31, 2023

UBS FINANCIAL SERVICES INC.·CRD# 8174

BD

Lake Oswego, OR

November 21, 2008 - December 11, 2017

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

RIA

Portland, OR

April 7, 2005 - November 21, 2008

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

Portland, OR

July 1, 2003 - November 21, 2008

PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471

BD

New York, NY

January 26, 2001 - July 1, 2003

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

St. Louis, MO

June 5, 1998 - January 30, 2001

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Current Firm

NC

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC | NBC CAPITAL ADVISORS

CRD#: 306483 / SEC#: 801-117800

RIA

Registered Investment Advisory firm - SEC (12/13/2019 Approved)

Contact Information

Main Address

8625 Sw Cascade Ave., Suite 410, Beaverton, OR 97008

Phone Number

(503) 683-7727

# of Employees

5

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

NBC CAPITAL ADVISORS BROCHURE (3/25/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,272

AUM (Assets Under Management)

$847,493,995

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. ENTITY NAME: BNC WEALTH MANAGEMENT DBA NBC CAPITAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: RIA; POSITION/TITLE/RELATIONSHIP: OWNER/IAR; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 40 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 40 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: TRADING/INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. ENTITY NAME: SAB HOLDINGS LTD; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: S-CORP; POSITION/TITLE/RELATIONSHIP: OWNER; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: 0 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 0 HOURS; BRIEFLY DESCRIBE YOUR DUTIES: S-CORP USED FOR PROCESSING OF SALARY. 3. ENTITY NAME: INSURANCE AGENT; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: INSURANCE; POSITION/TITLE/RELATIONSHIP: AGENT; START DATE: 4/2020; APPROXIMATE # OF HOURS A MONTH: DEPENDENT ON CLIENT NEEDS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: DEPENDENT ON CLIENT NEEDS; BRIEFLY DESCRIBE YOUR DUTIES: SERVICE ANNUITIES. 4. ENTITY NAME: BRATSON LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: REAL ESTATE INVESTMENT; POSITION/TITLE/RELATIONSHIP: CO-OWNER; START DATE: 2/2/2022; APPROXIMATE # OF HOURS A MONTH: 2 HOURS; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: O HOURS; BRIEFLY DESCRIBE YOUR DUTIES: MAINTAIN BOOKS AND RECORDS. 5. ENTITY NAME: FREESON LLC; INVESTMENT RELATED: YES; ADDRESS: BEAVERTON, OR; NATURE OF THE OTHER BUSINESS: REAL ESTATE INVESTMENT; POSITION/TITLE/RELATIONSHIP: CO-OWNER OF LLC WITH FRIEND WHO IS ALSO A CLIENT - OWNS 1/3 OF TWO DUPLEXES IN TEXAS; START DATE: 5/10/2022; APPROXIMATE # OF HOURS A MONTH: LESS THAN 1 HOUR; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: O HOURS; BRIEFLY DESCRIBE YOUR DUTIES: ACCEPT RENT.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NC

NBC CAPITAL ADVISORS

BNC WEALTH MANAGEMENT, LLC | NBC CAPITAL ADVISORS

CRD#: 306483 / SEC#: 801-117800

RIA

Registered Investment Advisory firm - SEC (12/13/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Arizona
(4/9/2020)

IAR

California
(4/9/2020)

IAR

Colorado
(11/15/2021)

IAR

Florida
(11/9/2023)

IAR

Idaho
(9/24/2025)

IAR

Nevada
(10/21/2022)

IAR

Oregon
(2/12/2020)

IAR

Texas
(4/9/2020)

IAR

Washington
(4/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 1998About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view David Kenneth Nanson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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