Nelson Capital Management, LLC
● SEC registered since 2004CRD 129776SEC# 801-62601Menlo Park, CA
Reg. AUM
$810.8M
Employees
10
Accounts
685
Location
Menlo Park, CA
Nelson Capital Management, LLC assets under management
Nelson Capital Management, LLC is an SEC-registered investment adviser based in Menlo Park, CA. The firm has been registered since 2004. It reports $810.8 million in regulatory assets under management and employs 10 people.
Nelson Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brooks Phillips Nelson Control | President | 50-75% | 2003 |
| Chrissy Dianda | Partner | Under 5% | 2025 |
| Darcy Nelson Smoot Control | Principal | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Nelson Capital Management, LLC manage?
Nelson Capital Management, LLC reports $810.8 million in regulatory assets under management on its Form ADV.
How many employees does Nelson Capital Management, LLC have?
Nelson Capital Management, LLC reports 10 employees.
Where is Nelson Capital Management, LLC located?
Nelson Capital Management, LLC is based in Menlo Park, CA and has been SEC-registered since 2004.
Does Nelson Capital Management, LLC disclose fund performance?
Nelson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 545 Middlefield Road, Suite 200, Menlo Park, CA 94025 |
| Phone | (650) 322-4000 |
| Fax | 650 322-4002 |
| Office hours | 7:30a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1512611 |
| Discloses disciplinary history | No |
Regulatory AUM
$810.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$810.8Mregulatory AUM
Discretionary $810.8M