Nelson Capital Advisors

RIASEC RegisteredEst. 2023
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$453M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
307706
Registered since
August 16, 2023
Fee structure
Hourly Charges, Fixed Fees, Other
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nelson Capital Advisors is an SEC-registered limited liability company (registered in 2023) that provides portfolio management services to institutional clients. The firm is owned by an individual and bills clients through a mix of hourly charges, fixed fees, and other fee arrangements. Its advisory activity is focused on managing portfolios for businesses or institutions. The firm does not identify itself as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 71%, State & Local Bonds 14%, Investment Grade Corp Bonds 14%, Non-Investment Grade Corp Bonds 1%71%
  • US Government Bonds71%
  • State & Local Bonds14%
  • Investment Grade Corp Bonds14%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Christopher Nelson

    Christopher Nelson

    PresidentCRD 1474204

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth