A complete list of active advisors currently associated with Nelson Capital Management, LLC

Warmer can help you find a great advisor at Nelson Capital Management, LLC or one who fits your needs even better.

Nelson Capital Management is an SEC‑registered advisory firm that manages roughly $811 million for a mix of individual and high‑net‑worth clients, trusts, pension and profit‑sharing plans, and other investment advisers. Its core services are comprehensive portfolio management, written financial planning and ongoing retirement plan asset management. The firm conducts at least one initial meeting and regular reviews (typically quarterly) to tailor portfolios composed of ETFs, mutual funds, individual stocks and bonds, with periodic rebalancing and discretionary trading authority for managed accounts. The brochure discloses that the firm may use borrowing (margin) in client accounts, bills advisory fees on securities purchased on margin, and describes the associated risks and monitoring practices. Distinctive features noted in the brochure include accepting other investment advisers as clients and offering clients the option to engage a third‑party class‑action recovery service on a contingency basis. The firm also discloses the use of client testimonials and paid referral arrangements under written agreements and required disclosures, and operates with a relatively small advisory team overseeing substantial assets compared with many peers.

To learn more about the advisors currently working at Nelson Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.