A complete list of active advisors currently associated with NBW Capital LLC

Warmer can help you find a great advisor at NBW Capital LLC or one who fits your needs even better.

NBW Capital historically provided discretionary asset management to a range of clients, including individuals, families, trusts, estates and institutional entities such as corporations, ERISA plans and not‑for‑profit organizations. Following its acquisition by Waverly Advisors on March 28, 2025, the firm reports it no longer has clients or assets under management and is not offering services to new or existing clients. The firm historically managed client accounts on a discretionary basis and selected broker‑dealers with an eye toward best execution, using block trading and aggregation where appropriate. NBW Capital maintained operational controls such as a Code of Ethics, personal trading approval procedures and routine trade verification and reporting practices. What distinguishes NBW Capital from many peers is its unusually broad historical client mix: Form ADV describes service to other investment advisers, insurance companies, state and municipal governments, charitable organizations, pension/profit‑sharing plans, corporate clients and both non‑high‑net‑worth and high‑net‑worth individuals. The firm was 100% employee‑owned with a small professional team, and its recent acquisition and cessation of advisory services are material developments for prospective stakeholders.

To learn more about the advisors currently working at NBW Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.