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NELSON CAPITAL MANAGEMENT, LLC
CRD 129776 · SEC 801-62601
545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA, 94025, United States
Phone
(650) 322-4000
Fax
650 322-4002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$810.8M
Discretionary AUM
$810.8M
Team
10 total employees; 7 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.0M |
| High net worth individuals | 178 | $706.0M |
| Charitable organizations | 13 | $77.7M |
| Other investment advisers | 2 | $24.0M |
States served
CA, CO, NE, NY, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD