|
⚲
|
| Nelson Capital Management LLC
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| |
|---|---|
| CRD # | 129776 |
| SEC # | 801-62601 |
| CIK # | 0001231423, 0001512611 |
| AUM | $637.6 MM (2024-03-19) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 650-322-4000 |
| Address | 545 Middlefield Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| SPTS | 0.0 | ||
| AAPL | 2,382.8 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| QCOM | 147.4 | 0.0 | |
| COST | 207.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| PG | 338.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 0.0 |
| (b) Individuals (high net worth individuals) | 165 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 14 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 586 | 0.6 |
| By Discretionary | ||
| Discretionary | 586 | 0.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 586 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 586 | 0.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001231423] | |
| 13F-HR | [0001512611] | |
| 13F-NT | [0001512611] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kelman Lazarov Inc
✚
|
TN | 0.6 |
|
McMill Wealth Inc
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|
NE | 0.6 |
|
Walkner Condon Financial Advisors LLC
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|
WI | 0.6 |
|
CIM LLC
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|
NY | 0.6 |
|
Riskbridge Advisors LLC
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|
CT | 0.6 |
|
Galecki Financial Management Inc
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|
IN | 0.6 |
|
Net Worth Advisory Group LLC
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|
UT | 0.6 |
|
Probity Advisors Inc
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|
TX | 0.6 |
|
Catalina Capital Group LLC
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|
CA | 0.6 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.6 |