Unclaimed Profile

Adam Daniel Nelson

TRIUMPH CAPITAL ADVISORS LLC·DALLAS, Texas

Clean record12 years registeredTRIUMPH CAPITAL ADVISORS LLC

12700 PARK CENTRAL DRIVE, SUITE 1700, DALLAS, TX 75251CRD# 6195063Firm CRD# 167408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Daniel Nelson · DALLAS, TX

Registration

CRD #6195063 · TRIUMPH CAPITAL ADVISORS LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRIUMPH CAPITAL ADVISORS LLC

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Sep 2013 – Mar 2026

SANTA MONICA, CA

Registrations & Exams

Registration record

First registered · September 16, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITESTAR ASSET MANAGEMENT LLC

CRD 167408 · SEC 801-78493

AUM

$4.0B

Regulatory assets under management

Employees

20 client accounts

Services offered by WHITESTAR ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at WHITESTAR ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Adam Daniel Nelson offer?

Adam Daniel Nelson specializes in Investment Management, Retirement Planning, Wealth Management.

What are Adam Daniel Nelson's credentials?

Adam Daniel Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Daniel Nelson located?

Adam Daniel Nelson is based in DALLAS, Texas, last registered with TRIUMPH CAPITAL ADVISORS LLC.

How does Adam Daniel Nelson charge for services?

Adam Daniel 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 TRIUMPH CAPITAL ADVISORS LLC?

TRIUMPH CAPITAL ADVISORS LLC has approximately 45 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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