NBW Capital LLC
NBW Capital LLC is an independent registered investment advisor based in Boston, Massachusetts. Founded in 1991, the firm specializes in financial planning and investment management, focusing on preserving and growing clients' wealth. NBW Capital primarily serves high-net-worth individuals seeking personalized wealth management strategies and long-term financial planning. The firm was led by Chris Blakely prior to being acquired in 2025 by Waverly Advisors, following over 30 years of operation. At the time of acquisition, NBW Capital's team had approximately 5 employees, with a strong local reputation for customized asset allocation and disciplined portfolio management approaches.
Investment Strategy
NBW Capital follows a well-defined, disciplined approach to asset allocation tailored to clients' specific priorities, using independent investment insight. The firm emphasizes long-term wealth building through thoughtful financial planning and portfolio management. They aim to match investment strategies to each client's individual goals and risk profile, maintaining a client-centric philosophy prioritizing integrity, independence, and personalization. Following its acquisition, the NBW Capital team continues to operate within Waverly Advisors, expanding access to broader investment options and collaborative wealth management services.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.94% | $18.3M | 36,735 | $149.37 | $497.41 | +$4.4M |
L LNG | CHENIERE ENERGY INC | 3.83% | $17.7M | 72,858 | $114.02 | $243.52 | -$110.8K |
G GOOGL | ALPHABET INC | 3.62% | $16.8M | 95,286 | $94.64 | $176.23 | +$2.8M |
A AMJB | JPMORGAN CHASE FINL CO LLC | 3.42% | $15.9M | 524,155 | $28.61 | $30.26 | -$1.5M |
E ET | ENERGY TRANSFER L P | 3.36% | $15.6M | 860,092 | $11.80 | $18.13 | -$296.8K |