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.nelsoncap.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 registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the publication of periodic newsletters. Its fee model combines a percentage-of-assets-under-management approach with the option for hourly charges. Nelson Capital Management does not identify as an active ESG investor and is not described as a multi-state adviser. The firm allocates client assets across public equities and third-party alternatives and works with outside managers for certain non-public strategies. It was recognized by the Financial Times as a Top 300 RIA firm in 2020.