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Ashley Nichole Colvin

Investment adviser representative at Nbc Capital Advisors
18 yearsExperience
1 stateRegistered in
$847.5MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Nbc Capital AdvisorsFeb 2020 to now
  2. True Private Wealth Advisors, LLCNov 2017 to Mar 2020
  3. Purshe Kaplan Sterling Investments, Inc.Nov 2017 to Aug 2018
  4. UBS Financial Services Inc.Feb 2008 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (OR).

Nbc Capital Advisors

Legal name: Bnc Wealth Management, LLC

$847.5MAssets managed
2,272Clients
5Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5386097
Firm CRD
306483
Advisor's SEC record (opens in a new tab)
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