Evan Nelson has been Principal of Nelson Capital Management since December 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Nelson Capital Management, LLC is a Menlo Park, CA firm with $811M under management, 214 clients and 7 advisers in one office, as of its April 2026 filing.
- – present · 10 yearsMenlo Park, CA · Adviser representative · Firm CRD 129776
Investment adviser representative registrations
Evan Nelson is registered as an investment adviser representative in California, since June 2016.
- CaliforniaSince 6 June 2016
Examinations
No examinations are on Evan Nelson’s record.
- Full name
- Evan Philip Nelson
- CRD
- 6663466
- Firm
- Nelson Capital Management · CRD 129776
- Role
- Principal
- Office
- 545 MIDDLEFIELD ROAD, SUITE 200, Menlo Park, CA 94025
- Registration
- Investment adviser registration
- In the industry since
- June 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Evan Nelson work?
Evan Nelson has been Principal of Nelson Capital Management, LLC since December 2021, and is a control person of the firm.
Is Evan Nelson a financial advisor?
Yes. Evan Nelson has a current investment-adviser registration in California, through Nelson Capital Management since June 2016.
How many years of experience does Evan Nelson have?
Evan Nelson has 10 years in the financial industry, since June 2016, across 1 adviser firm.
Where is Evan Nelson based?
Evan Nelson’s registered office is in Menlo Park, CA.
Is Evan Nelson registered with FINRA?
No. Evan Nelson has no current broker registration.
How can I verify Evan Nelson’s record?
Search CRD 6663466 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Nelson’s full registration record.
