Evan P. Nelson

NELSON CAPITAL MANAGEMENT

Menlo Park, CA 94025

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CRD#: 6663466

Professional summary

Evan Philip Nelson, CFP® is a registered financial advisor currently at NELSON CAPITAL MANAGEMENT, LLC located in Menlo Park, California.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Evan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Philip Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 6, 2016 - Present

NELSON CAPITAL MANAGEMENT, LLC

Office #1: 545 Middlefield Road Suite 200, Menlo Park, CA 94025

RIA

CRD#: 129776

Menlo Park, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NELSON CAPITAL MANAGEMENT, LLC

BROOKS NELSON & CO | NELSON ROBERTS INVESTMENT ADVISORS, LLC | NELSON CAPITAL MANAGEMENT, LLC | NELSON CAPITAL | BROOKS NELSON INVESTMENT ADVISORS, LLC

CRD#: 129776 / SEC#: 801-62601

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/6/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NELSON CAPITAL MANAGEMENT, LLC

BROOKS NELSON & CO | NELSON ROBERTS INVESTMENT ADVISORS, LLC | NELSON CAPITAL MANAGEMENT, LLC | NELSON CAPITAL | BROOKS NELSON INVESTMENT ADVISORS, LLC

CRD#: 129776 / SEC#: 801-62601

RIA

Registered Investment Advisory firm - (1/2/2004 Approved)

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Contact information

Main Address

545 Middlefield Road Suite 200, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 322-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 711,678,397

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/23/2025	Cover Page	Report
07/23/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Evan P. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Philip Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NELSON CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

NELSON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

NELSON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NELSON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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