Firm profile

NELSON CAPITAL ADVISORS

CRD 307706Latest ADV February 21, 2026

Nelson Capital Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 21, 2026, reports $1.4B in regulatory assets under management, 1 employee, and 3 accounts.

Assets Under Management
$1.4B
Employees
1
Offices
--
Total Clients
6
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristopher J. Nelson

Advisory services offered

2 types reported
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentBanks represent 100.0% of total clients.
Top client categories% of clientsClients
1
Banks
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of February 21, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.4B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts3
10Y AUM Change+$1.4B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee6:1
10Y Employee Change0 (0.0%)

* 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.