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President · Nelson Capital Management, LLC

Brooks P. Nelson

CRD 1258532 · Named on Form ADV at one SEC-registered adviser

At a glance

Nelson Capital Management, LLC, an SEC-registered wealth manager based in Menlo Park, CA with $811 million in regulatory assets, lists Brooks P. Nelson on its Form ADV as President, a control person.

Firms and roles

AtlasMembers

Brooks’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brooks’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.