Nelson Capital Advisors

Overview

Nelson Capital Advisors is organized as an LLC and operates as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2023) and identifies its client base as institutional, providing portfolio management for businesses and institutions. Its reported fee arrangements include hourly charges, fixed fees and other non-asset-based billing; it is not listed as an active ESG investor, pension consultant, or multi-state adviser. The firm does not act as a capital allocator, indicating it places client capital with external managers rather than running proprietary funds.

Assets & Accounts

Investments & Alternatives