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NELSON CAPITAL ADVISORS
NELSON ENTERPRISES LLC
CRD 307706 · SEC 801-128579
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
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 6 | $1.36B |
States served
ME, TX
All web addresses on file
Official SEC filing: View on IAPD