NELSON CAPITAL MANAGEMENT, LLC

CRD 129776File 801-62601

APPROVED

Retail clients

Custody

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$810.8M

Above cohort median (national)

Discretionary AUM

$810.8M

Clients

214

685 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 2, 2004
Principal office: 545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA, 94025
Phone: (650) 322-4000
Website: https://www.youtube.com/@nelsoncapital7158

Assets & accounts

ADV Item 5F

Total regulatory AUM: $810.8M
Discretionary AUM: $810.8M
Non-discretionary AUM: $0
Discretionary accounts: 685
Non-discretionary accounts: 0
Total accounts: 685
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	13	$77.7M
Other investment advisers	Fewer than 5	$24.0M
High net worth individuals	178	$706.0M
Individuals (other than high net worth individuals)	21	$3.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.