NELSON CAPITAL ADVISORS
· CRD 307706
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.4bn
- Main clients (by assets)Banks 100%
- Form ADV · 2026-02-21SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)1 · 1 in investment roles