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Keith Campbell Nelson

HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC·RALEIGH, North Carolina
Clean recordHATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
8540 COLONNADE CENTER DRIVE, SUITE 401, RALEIGH, NC 27615CRD# 5224123Firm CRD# 143805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Keith Campbell Nelson · RALEIGH, NC
Registration
CRD #5224123 · HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Keith Campbell Nelson is a registered financial advisor based in RALEIGH, North Carolina, affiliated with HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
AUM
$88M
Regulatory assets under management
Employees
40
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5224123
Firm CRD# 143805
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Campbell Nelson offer?
Keith Campbell Nelson specializes in Investment Management, Retirement Planning. Contact their office in RALEIGH, North Carolina for a consultation.
What are Keith Campbell Nelson's credentials?
Keith Campbell Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Campbell Nelson located?
Keith Campbell Nelson is based in RALEIGH, North Carolina, working with HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Keith Campbell Nelson charge for services?
Keith Campbell Nelson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC?
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC has approximately 40 employees and manages $88M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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