Investment adviser · CRD 123513

NELSON CAPITAL MANAGEMENT

Investment adviser filing (IA)

NELSON CAPITAL MANAGEMENT, LLC

FOSTER CITY, CA, United States · Form ADV filed Feb 2, 2016

Regulatory AUM
$1.85B
Form ADV · Item 5.F
Client accounts
1,094
Accounts, not individual clients
Employees
20
Reported in this filing
Advisory professionals
17
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 2, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

950 TOWER LANE, SUITE 1500
FOSTER CITY, CA, 94404-2125, United States

CRD 123513

Filing source

Form ADV 975078 · Feb 2, 2016 · 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.