Nelson Capital Management, LLC

RIASEC RegisteredEst. 2004

Total AUM

$811M

Discretionary

$811M

100% of AUM

Avg account

$1.2M

Accounts

685

Employees

Advisory reps

Firm details

Headquarters: Menlo Park, California
CRD number: 129776
Registered since: January 2, 2004
Website: www.nelsoncapitalmgmt.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANCORP ADVISORS, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI87.07%
Charitable Organizations9.59%
Other Investment Advisers2.96%
Individuals0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Nelson Capital Management, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2004. The firm is owner-managed and serves both individual/family clients and institutional/organizational accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the publication of periodicals or newsletters. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not describe itself as an active ESG investor and is not classified as a capital allocator; it does not report multi-state adviser status. Nelson Capital was named to the Financial Times’ Top 300 RIA Firms list in 2020.