AUMdb

Nct Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 169184 · · WWW.NCTADVISORS.COM
☆ Save with Pro ADV data as of Jul 28, 2025
Regulatory AUM
$487K
Discretionary
$487K
Clients
9
Avg AUM / client
$54.1K
Accounts
9
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 9 $487K 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Noah Christopher Taylor Registered representative Oct 2023 (3y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/28/2025 976 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2025.

View current Form ADV (SEC/IAPD) ↗