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Scott Michael Nelson

SUMMITTX CAPITAL, L.P.·FORT WORTH, Texas
Clean recordSUMMITTX CAPITAL, L.P.
201 MAIN STREET, FORT WORTH, TX 76102CRD# 1967054Firm CRD# 333741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Michael Nelson · FORT WORTH, TX
Registration
CRD #1967054 · SUMMITTX CAPITAL, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Michael Nelson is a registered financial advisor based in FORT WORTH, Texas, affiliated with SUMMITTX CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUMMITTX CAPITAL, L.P.
SUMMITTX CAPITAL, L.P.
AUM
Regulatory assets under management
Employees
59
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1967054
Firm CRD# 333741
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05

Frequently Asked Questions

What services does Scott Michael Nelson offer?
Scott Michael Nelson specializes in Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.
What are Scott Michael Nelson's credentials?
Scott Michael Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Michael Nelson located?
Scott Michael Nelson is based in FORT WORTH, Texas, working with SUMMITTX CAPITAL, L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Scott Michael Nelson charge for services?
Scott Michael 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 SUMMITTX CAPITAL, L.P.?
SUMMITTX CAPITAL, L.P. has approximately 59 employees. The firm is registered with the SEC as an investment adviser.
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