RIA Intel›Advisers›California›NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT, LLC

Advisory

N·FOSTER CITY, CA

Data as of Feb 2, 2016 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

-8.9%

3-Year CAGR

+12.7%

Employees

17

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.8B

Non-Discretionary AUM$16M

Discretionary %99.1%

Total Clients—

Team

Total Employees17

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record42

First FilingDec 4, 2002

Latest FilingFeb 2, 2016

🔒 Full AUM trend chart and 42 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NELSON CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.