NELSON CAPITAL MANAGEMENT, LLC
Legal name: NELSON CAPITAL MANAGEMENT
CRD #123513 SEC #801-61664 FOSTER CITY, CA 650-376-6550
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
20
Clients
51
Accounts
1,094
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 2, 2016
- Branch Offices
- --
- LEI
- 14672829-0007
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BENNER, SCOTT, CRAIG | I | PRESIDENT/CEO/DIRECTOR | NA | Control |
| BREEN, BRIGID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BREEN, BRIGID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BREEN, BRIGID | I | CHIEF COMPLIANCE OFFICER | NA | |
| BREEN, BRIGID | I | CHIEF COMPLIANCE OFFICER | NA | |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| COFFMAN, ANGELA, DEE | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| DAVENPORT, TIMOTHY, GREGG | I | CHIEF FINANCIAL OFFICER & TREASURER | NA | Control |
| DUNEGAN, DORETTA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNEGAN, DORETTA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNEGAN, DORETTA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNEGAN, DORETTA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DUNEGAN, DORETTA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GROOTENDORST, TONYA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| GROOTENDORST, TONYA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| GROOTENDORST, TONYA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| GROOTENDORST, TONYA, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOGAN, MICHAEL, JAMES | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HOOPS, THOMAS, KARL | I | DIRECTOR | NA | Control |
| HORTON, SHANNON, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORTON, SHANNON, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| JUNKANS, DEAN, ALLEN | I | SR. VICE PRESIDENT/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| KURTZ, LLOYD, SHERER | I | CHIEF INVESTMENT OFFICER/DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| OWEN, ANDREW, NELSON | I | DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RAMAR, SUANNE, MARIE | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RECORD, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| SMITH, KRISTOPHER, RYAN | I | DIRECTOR | NA | Control |
| TSVETKOVA, EUGENIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TSVETKOVA, EUGENIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WISSINGER, DAVID | I | SR.VICE PRESIDENT/DIRECTOR | NA | Control |
| WISSINGER, DAVID | I | SR.VICE PRESIDENT/DIRECTOR | NA | Control |
| WISSINGER, DAVID | I | SR.VICE PRESIDENT/DIRECTOR | NA | Control |
| WISSINGER, DAVID | I | SR.VICE PRESIDENT/DIRECTOR | NA | Control |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNG, STEPHEN, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
| WELLS FARGO INVESTMENT GROUP, INC. | DE | DIRECT OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
| WELLS FARGO & COMPANY | DE | WELLS FARGO INVESTMENT GROUP, INC. | E | Control |
Registrations
Federal
IA
Feb 2, 2016 REGISTERED
Notice Filings (14)
CA FL ID IL MI MN MO NE NV NY OR TX VA WA
Address
950 TOWER LANE, SUITE 1500FOSTER CITY, CA 94404-2125
United States
Phone: 650-376-6550