Investment adviser · CRD 307706
NELSON CAPITAL ADVISORS
Investment adviser filing (IA)
NELSON ENTERPRISES LLC
· Form ADV filed Feb 21, 2026
- Regulatory AUM
- $1.36B Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 6 | $1,358,292,666 | 100.0% |
Filing source
Form ADV 2054884 · Feb 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 21, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Hourly · Fixed
Principal office
CRD 307706
Filing source
Form ADV 2054884 · Feb 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.