Be advised. This firm is no longer registered.

Nelson Capital Management

Nelson Capital Management (CRD# 123513) is a financial advisory firm headquartered in Foster City, CA. They manage $1,853,059,890 in 1,094 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
950 Tower Lane, Suite 1500, Foster City, CA 94404
https://www.nelsoncapital.com
By the Numbers
  • Total Assets Under Management
    1,853
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $1,693,839
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, IL, MN, MO, NE, NY, OR, TX, WA

Financial Advisors at Nelson Capital Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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