NELSON CAPITAL MANAGEMENT, LLC

545 Middlefield Road
Suite 200
Menlo Park, California 94025
Tel: (650) 322-4000

About NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as NELSON CAPITAL MANAGEMENT, LLC. The firm was established in 01/02/2004. They have over 1 offices throughout the country.

NELSON CAPITAL MANAGEMENT, LLC is a Menlo Park, California based Financial Planning firm with nearly $637,647,197 assets under management, offering retirement planning & investment advisory services to 586 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129776
SEC#	801-62601
Assets Managed by Firm	$637,647,197
No. of Clients	586
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	586	$637,647,197
Individuals (other than high net worth individuals)	6	$810,519
High net worth individuals	165	$547,709,913
Pension and profit sharing plans	3	$6,740,491
Charitable organizations	14	$61,130,145
Other investment advisers	2	$21,256,129

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