Data / Investment advisers / California / Nelson Capital Management, LLC
Nelson Capital Management, LLC, Menlo Park, CA: $811 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Nelson Capital Management, LLC is an SEC registered investment adviser with its main office in Menlo Park, California and reports $811 million in regulatory assets under management in its Form ADV filed April 2, 2026. Its clients include high net worth individuals, charitable organizations and other investment advisers. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Nelson Capital Management, LLC (CRD number 129776): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 129776
- SEC file number
- 801-62601
- SEC status
- Approved, effective January 2, 2004
- Main office
- 545 Middlefield Road Suite 200, Menlo Park, CA 94025
- Phone
- (650) 322-4000
- Regulatory AUM
- $810,783,772 in the Form ADV filed April 2, 2026
- Discretionary AUM
- $810,783,772
- Accounts
- 685
- Employees
- 10, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 178 | $706 million |
| Charitable organizations | 13 | $77.7 million |
| Other investment advisers | 2 | $24 million |
| Individuals (other than high net worth individuals) | 21 | $3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $810.8 million | February 24, 2026 |
| December 1, 2025 | $711.7 million | March 17, 2025 |
Other advisers in Menlo Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Longitude Capital Management Co., LLC | Menlo Park | $2.44 billion | 6 | adviserinfo.sec.gov |
| Lyell Wealth Management LP | Menlo Park | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Robinhood Asset Management | Menlo Park | $1.52 billion | Not listed | adviserinfo.sec.gov |
| Triplepoint Advisers LLC | Menlo Park | $1.31 billion | 1 | adviserinfo.sec.gov |
| Sage Rhino Capital LLC | Menlo Park | $883.7 million | Not listed | adviserinfo.sec.gov |
| Solstein Capital, LLC | Menlo Park | $801.8 million | 2 | adviserinfo.sec.gov |
| Friends & Family Capital Management, LLC | Menlo Park | $793.8 million | 17 | adviserinfo.sec.gov |
| Robinhood Ventures | Menlo Park | $717.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Menlo Park, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Nelson Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.