Nelson Capital Management, LLC

RIASEC RegisteredEst. 2004

Total AUM

$811M

Discretionary

$811M

100% of AUM

Avg account

$1.2M

Accounts

685

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 129776
Registered since: January 2, 2004
Website: www.nelsoncapitalmgmt.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANCORP ADVISORS, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.07%
Charitable Organizations9.59%
Other Investment Advisers2.96%
Individuals0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Nelson Capital Management, LLC is an independent SEC-registered registered investment adviser organized as an LLC and in operation since 2004. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting services, and the publication of periodicals or newsletters. Fee arrangements include percentage-of-AUM billing alongside hourly charges. The firm does not identify itself as an ESG-active manager and is not registered as a multi-state adviser on its filings. Nelson Capital was named among the Financial Times’ Top 300 RIA Firms in 2020.