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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- UnisonFoundation signal +more
- Established Date
- 07-12-1988
- Office Locations
- 2
Office Locations
About Nelson SECURITIES,INC.
Founded in 1983, Nelson Securities is a Pacific Northwest–based wealth management and planning firm with a San Diego branch, serving clients nationwide. The team builds tailored, long-term investment strategies to support major life transitions, emphasizing discipline and diversification. Public filings indicate portfolios are primarily implemented with ETFs, and the firm operates on the Charles Schwab platform.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT OWEN NELSON JR
Chief Executive Officer, Owner, President
- CRD
- #2245236
- Ownership
- 75% or more
PATRICK KEVIN DONAHUE
Chief Financial Officer, TREASURER
- CRD
- #1695912
- Ownership
- Less than 5%
Atlas harbor
Matrix vertex
- CRD
- #15340
- Ownership
- 41.1%
Showing 2 of 3 owners & executives
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AREALOUS CLAYTON EARTHMAN
Account Executive
- CRD
- #1539918
CARMEL BEQUIA EXUM
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- CRD
- #7395532
Foundation element
Vertex focus
- CRD
- #94399
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,696,452 | $130,642 |
| Non-Discretionary | $24,270,677 | $186,698 |
| Total | $271,967,129 | $134,238 |
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Separately Managed Accounts
Total SMA Asset: $271,967,129
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $188,671,179 | 16.0% |
| Public Funds | $461,065,193 | 39.1% |
| Cash | $529,458,494 | 44.9% |
| Total | $1,179,194,866 | 100.0% |