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Principal · Nelson Capital Management, LLC

Darcy N. Smoot

CRD 5667913 · 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 Darcy N. Smoot on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Darcy’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
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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 Darcy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.