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NELSON CAPITAL ADVISORS
Legal name: NELSON ENTERPRISES LLC
CRD 307706File 801-128579
APPROVED
Filing as of Feb 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.36B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.36B
Clients
6
3 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 16, 2023
- Principal office
- Not reported
- Phone
- 207-420-2442
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.36B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.36B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 3
- Total accounts
- 3
- AUM per client
- $226.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 6 | $1.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — VARIABLE ANNUAL FIXED FEES BASED UPON CLIENT'S TOTAL ASSETS
Advisory activities
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11This 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.