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NELSON CAPITAL ADVISORS

NELSON ENTERPRISES LLC

CRD 307706 · SEC 801-128579

Visit website

ME, United States

Phone

207-420-2442

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.36B

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; VARIABLE ANNUAL FIXED FEES BASED UPON CLIENT'S TOTAL ASSETS

Org form

Limited Liability Company

Filing date

2026-02-21

Disciplinary history

No

Services

Portfolio management (institutions)INVESTMENT CONSULTING

Client types

TypeClientsAUM
Banking/thrift institutions6$1.36B

States served

ME, TX

All web addresses on file

Official SEC filing: View on IAPD