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NELSON CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · CRD 129776 · IAPD ↗ · (650) 322-4000

$810.8MRegulatory AUM
7Advisory reps
10Employees
3Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — NELSON CAPITAL MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.