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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 17, 2025 and April 2, 2026, reported AUM increased 13.9%, from $711.7M to $810.8M.
Across 5 reported observations, AUM increased 29.5% between June 2, 2022 and April 2, 2026, from $626.1M to $810.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 217 clients, or 31 clients per representative. That equates to $3.7M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
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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
SMA allocation detail is available
Nelson Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nelson Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.