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Scott Craig Benner

NELSON CAPITAL MANAGEMENT, LLC·FOSTER CITY, California
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950 TOWER LANE, SUITE 1500, FOSTER CITY, CA 94404-2125CRD# 1174914Firm CRD# 123513
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About

Scott Craig Benner is a registered financial advisor based in FOSTER CITY, California, affiliated with NELSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT
AUM
$1.9B
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1174914
Firm CRD# 123513
5 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Craig Benner offer?
Scott Craig Benner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in FOSTER CITY, California for a consultation.
What are Scott Craig Benner's credentials?
Scott Craig Benner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Craig Benner located?
Scott Craig Benner is based in FOSTER CITY, California, working with NELSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.
How does Scott Craig Benner charge for services?
Scott Craig Benner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NELSON CAPITAL MANAGEMENT, LLC?
NELSON CAPITAL MANAGEMENT, LLC has approximately 20 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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