|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Nelson Capital Management LLC
✚
|
|
|---|---|
| CRD # | 129776 |
| SEC # | 801-62601 |
| CIK # | 0001512611, 0001231423 |
| AUM | $711.7 M (2025-03-17) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 650-322-4000 |
| Address | 545 Middlefield Road Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Microsoft Corp | 0.0 | ||
| Trebia Acquisition Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| VISA Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 0.0 |
| (b) Individuals (high net worth individuals) | 169 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.0 |
| (h) Charitable organizations | 11 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 0.7 |
| By Discretionary | ||
| Discretionary | 672 | 0.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 672 | 0.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.7 | |
| Total | 672 | 0.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001231423] | |
| 13F-HR | [0001512611] | |
| 13F-NT | [0001512611] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Copperwynd Financial LLC
✚
|
AZ | 0.7 |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 0.7 |
|
Net Worth Advisory Group LLC
✚
|
UT | 0.7 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.7 |
|
Hartford Financial Management Inc
✚
|
CT | 0.7 |
|
Carolina Wealth Management Inc
✚
|
NC | 0.7 |
|
FSA Investment Group LLC
✚
|
FL | 0.7 |
|
Dahring Cusmano LLC
✚
|
MI | 0.7 |
|
Kelman Lazarov Inc
✚
|
TN | 0.7 |
|
Baron Wealth Management LLC
✚
|
MI | 0.7 |