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| BNC Wealth Management LLC
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| CRD # | 306483 |
| SEC # | 801-117800 |
| CIK # | 0001821549 |
| AUM | 847.5 M (2026-03-25) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-683-7727 |
| Address | 8625 SW Cascade Ave, Beaverton, OR 97008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001821549 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 19.5 | ||
| Amazon Com Inc | 17.9 | ||
| Apple Inc | 17.9 | ||
| Alphabet Inc | 16.2 | ||
| Microsoft Corp | 12.0 | ||
| Tesla Motors Inc | 10.5 | ||
| Caterpillar Inc | 8.7 | ||
| Fidelity Wise Origin Bitcoin Fund | 8.0 | ||
| Air Products & Chemicals Inc /DE/ | 7.9 | ||
| J P Morgan Chase & Co | 7.7 | ||
| GE Vernova Inc | 7.6 | ||
| Arista Networks Inc | 7.4 | ||
| KLA Tencor Corp | 7.1 | ||
| Quanta Services Inc | 7.1 | ||
| Palantir Technologies Inc | 6.4 | ||
| Facebook Inc | 6.3 | ||
| PNC Financial Services Group Inc | 6.3 | ||
| Vistra Energy Corp | 6.2 | ||
| Chevron Corp | 6.2 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| TJX Companies Inc /DE/ | 5.8 | ||
| Advanced Micro Devices Inc | 5.7 | ||
| General Electric Co | 5.7 | ||
| Cadence Design Systems Inc | 5.6 | ||
| Eaton Corp Ltd | 5.2 | ||
| Goldman Sachs Group Inc | 5.2 | ||
| Fidelity Ethereum Fund | 5.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,283 | 133.6 |
| (b) Individuals (high net worth individuals) | 900 | 590.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 48.1 |
| (h) Charitable organizations | 18 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 74.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,272 | 847.5 |
| By Discretionary | ||
| Discretionary | 2,247 | 795.1 |
| Non-Discretionary | 25 | 52.4 |
| Total | 2,272 | 847.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 847.5 | |
| Total | 2,272 | 847.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001821549] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Liberty Capital Management Inc
✚
|
MI | 849.5 M |
|
Avenir Corporation
✚
|
VA | 849.3 M |
|
Silverlake Wealth Management LLC
✚
|
VT | 849.1 M |
|
Bason Asset Management LLC
✚
|
CO | 848.8 M |
|
Pennsylvania Capital Management Inc
✚
|
PA | 848.6 M |
|
Mitchell Capital Management Co
✚
|
KS | 847.3 M |
|
Seneca Financial Advisors LLC
✚
|
NY | 847.2 M |
|
Barry Investment Advisors LLC
✚
|
MA | 846.8 M |
|
Oakworth Asset Management LLC
✚
|
AL | 846.3 M |
|
Integrated Quantitative Investments LLC
✚
|
WA | 844.8 M |