Nelson Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated April 2, 2026, reports $811M in regulatory assets under management, 10 employees, and 685 accounts.
Assets Under Management
$811M
Employees
10
Offices
--
Total Clients
214
Primary office
MENLO PARK, CA
545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA, United States
Top client segmentHNWI represent 83.2% of total clients.
Top client categories% of clientsClients
1
HNWI
83.2%
178
2
Individuals
9.8%
21
3
Charitable
6.1%
13
4
Other Advisers
0.9%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$811Mas of April 2, 2026
Discretionary100.0%
$811M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$811M
Total Accounts685
10Y AUM Change+$371M (+84.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee21:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.