Nelson Capital Management, LLC

Nelson Capital Management, LLC (CRD# 129776) is a financial advisory firm headquartered in Menlo Park, CA. They manage $637,647,197 in 586 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
545 Middlefield Road, Suite 200, Menlo Park, CA 94025
https://www.youtube.com/channel/ucyhfdt2xdvhj_7btqtszhma
By the Numbers
  • Total Assets Under Management
    638
    MILLION
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $1,088,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NE, NH, NY, WA

Financial Advisors at Nelson Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brooks Nelson, financial advisor Menlo Park CA
Brooks P. Nelson
CRD#: 1258532
545 Middlefield Road, Suite 200, Menlo Park, CA 94025

Brooks Nelson (CRD# 1258532) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has over 39 years of experience in the finance industry.

2
Evan Nelson, financial advisor Menlo Park CA
Evan P. Nelson
CRD#: 6663466
545 Middlefield Road, Suite 200, Menlo Park, CA 94025

Evan Nelson (CRD# 6663466) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

3
Stephen Philpott, financial advisor Menlo Park CA
Stephen P. Philpott
CRD#: 3195871
545 Middlefield Road, Suite 200, Menlo Park, CA 94025

Stephen Philpott (CRD# 3195871) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

4
Darcy Smoot, financial advisor Menlo Park CA
Darcy N. Smoot
CRD#: 5667913
545 Middlefield Road, Suite 200, Menlo Park, CA 94025

Darcy Smoot (CRD# 5667913) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has over 14 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals