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NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC
MENLO PARK, California
·
4 registered advisors
·
CRD# 129776
SEC# 801-62601
0
(650) 322-4000
01
Firm Overview
AUM
$638M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NELSON CAPITAL MANAGEMENT, LLC
4 registered advisors
Brooks Phillips Nelson
MENLO PARK, California
CRD# 1258532
Darcy Nelson Smoot
MENLO PARK, California
CRD# 5667913
Evan Philip Nelson
MENLO PARK, California
CRD# 6663466
Stephen Patrick Philpott
MENLO PARK, California
CRD# 3195871
05
Office Locations
MENLO PARK, California
4 advisors
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Data sourced from SEC Form ADV filings. NELSON CAPITAL MANAGEMENT, LLC (CRD# 129776) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.