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NBC SECURITIES, INC.

Business and Investment Profile

The NBC SECURITIES, INC. is a privately held investment adviser that advises $1.78Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NBC SECURITIES, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 17.82% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 24 office locations with their Headquarters at 1927 FIRST AVENUE NORTH, BIRMINGHAM, ALABAMA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 68 employees comprised of 63 investment and 5 non-investment staff. The total number of Employees decreased by 15% over the last 5-years.

Asset Profile

Their $1.78Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 68 other accounts. Assets of Individuals clients own $882.04mn or 49.42% of Total Assets and High Net Worth Individuals own $695.93mn or 38.99% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

NBC SECURITIES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: NBC SECURITIES, INC.

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Keywords: NBC Securities, Lanark Financial, Lanark, NBC
Generated 2026-09-12T06:48:57.981265.  © 2026 Convergence.