Overview
Assets Under Management: $638 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 169
Average Client Assets: $4 million
Frequently Asked Questions
NELSON CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129776), NELSON CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NELSON CAPITAL MANAGEMENT, LLC is headquartered in MENLO PARK, CA.
NELSON CAPITAL MANAGEMENT, LLC serves 169 high-net-worth clients according to their SEC filing dated September 18, 2024. View client details ↓
According to their SEC Form ADV, NELSON CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NELSON CAPITAL MANAGEMENT, LLC manages $638 million in client assets according to their SEC filing dated September 18, 2024.
According to their SEC Form ADV, NELSON CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 586
Discretionary Accounts: 586
Regulatory Filings
CRD Number: 129776
Last Filing Date: 2024-09-18 00:00:00
Website: https://nelsoncap.com