RIA Intel›Advisers›Tennessee›NELSON, STEVEN CHARLES

NELSON, STEVEN CHARLES

Advisory

TN

Data as of Mar 23, 2026 · Source: SEC Form ADV

Average account
$75K
across 22 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

CHRISTIAN A. HERMO LLC
$2M
ARNOLD, STEPHEN RAY
$2M
MONEYPRO WEALTH MANAGEMENT, LLC
FRANKLIN, TN
$2M
SAVVY FINANCIAL, INC.
FRANKLIN, TN
$2M
+60.3% 1Y
ROCKETTRADER INC.
BRENTWOOD, TN
$1M
+15.4% 1Y
MOUNTAINTOP WEALTH LLC
$1M

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