Nelson Capital Advisors
Firm details
- Headquarters
- ,
- CRD number
- 307706
- Registered since
- August 16, 2023
- Website
- nelsoncapitaladvisors.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nelson Capital Advisors is an SEC-registered limited liability company (registered in 2023) that provides portfolio management services to institutional clients. The firm is owned by an individual and bills clients through a mix of hourly charges, fixed fees, and other fee arrangements. Its advisory activity is focused on managing portfolios for businesses or institutions. The firm does not identify itself as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds71%
- State & Local Bonds14%
- Investment Grade Corp Bonds14%
- Non-Investment Grade Corp Bonds1%
Contacts
1 of 1
Christopher Nelson
PresidentCRD 1474204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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