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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- CapitalPrime
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Nelson Capital Management, LLC
Nelson Capital Management, LLC is a Menlo Park, CA fiduciary RIA providing personalized, proactive holistic financial planning and portfolio management. The firm offers asset management and multi-generational wealth management for individuals and families (including entrepreneurs) and also serves institutional relationships. Portfolios emphasize ETF-based equity exposure alongside taxable fixed income, including municipal and investment-grade corporate bonds; custody includes Charles Schwab.
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Owner & Executives
BROOKS PHILLIPS NELSON
President, Principal
- CRD
- #1258532
- Ownership
- 50% but less than 75%
Evan Philip Nelson
Certified Financial Planner, PRINCIPAL
- CRD
- #6663466
- Ownership
- 10% but less than 25%
Delta timber
Beacon timber signal
- CRD
- #77479
- Ownership
- 39.8%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $810,783,772 | $1,183,626 |
| Non-Discretionary | $0 | -- |
| Total | $810,783,772 | $1,183,626 |
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Separately Managed Accounts
Total SMA Asset: $810,783,772
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $986,625,612 | 12.7% |
| Municipal Bonds | $2,291,768,153 | 29.5% |
| Corporate - Investment Grade | $800,176,677 | 10.3% |
| Cash | $2,144,162,747 | 27.6% |
| Sovereign Bonds | $1,545,972,416 | 19.9% |
| Total | $7,768,705,605 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS RIDGE MATRIX | HARBOR ALPHA | PL29R80WF | VJEZQ | 2.67% | $37,118,759 |
| MATRIX SUMMIT | ALPHA OAK | 98L181SLC | FMKA | 9.13% | $77,039,654 |
| BEACON PRIME | BRIDGE HORIZON | LY4GRYY5O | NUBKZ | 4.49% | $59,007,641 |
| CATALYST TIMBER | MERIDIAN PIONEER | PXDB1WLRE | DAWD | 7.17% | $21,086,828 |
| FOUNDATION ALPHA DELTA | QUANTUM RIDGE | 1VL1YQCCA | CDRM | 9.23% | $91,860,575 |
| EAGLE CREST | VERTEX FRONTIER | 4M9C5PTKX | LAYG | 2.27% | $12,929,380 |
| FOUNDATION FOCUS | HORIZON OAK | NGAL786PD | ZTWB | 6.86% | $22,738,761 |
| HARBOR UNISON | MOMENTUM WAVE | X4K3YC88T | MKEQ | 1.77% | $21,604,421 |