Overview
Assets Under Management: $622 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 15
Average Client Assets: $8 million
Frequently Asked Questions
NBW CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147306), NBW CAPITAL LLC is subject to fiduciary duty under federal law.
NBW CAPITAL LLC is headquartered in BOSTON, MA.
NBW CAPITAL LLC serves 15 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, NBW CAPITAL LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NBW CAPITAL LLC manages $622 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, NBW CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.43
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 684
Discretionary Accounts: 684
Regulatory Filings
CRD Number: 147306
Filing ID: 1972730
Last Filing Date: 2025-03-31 16:02:00
Website: https://nbwcapital.com