Chief Compliance Officer · NBC Capital Advisors
Michelle L. Eldridge
CRD 4143449 · Named on Form ADV at 4 SEC-registered advisers
At a glance
NBC Capital Advisors, an SEC-registered wealth manager based in Beaverton, OR with $847 million in regulatory assets, lists Michelle L. Eldridge on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Michelle at 3 other registered advisers.
Firms and roles
- NBC Capital AdvisorsChief Compliance OfficerWealth manager · Beaverton, OR · $847M in regulatory assets
- Jeppson Wealth Management, LLCChief Compliance OfficerWealth manager · Manhattan Beach, CA · $763M in regulatory assets
- Ridgecrest Wealth Partners, LLCChief Compliance OfficerWealth manager · SAN Rafael, CA · $705M in regulatory assets
- Encompass Wealth Advisors, LLCChief Compliance OfficerWealth manager · Portland, OR · $473M in regulatory assets
AtlasMembers
Michelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- David K. NansonPartner, NBC Capital Advisors
- Jason A. BrattPartner, NBC Capital Advisors
- Michael R. JeppsonManaging Member, Jeppson Wealth Management, LLC
- Steven K. RomjueFounder/managing Director, Ridgecrest Wealth Partners, LLC
- Christopher J CoblePartner, Ridgecrest Wealth Partners, LLC
4 more people named with Michelle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.