# NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT, LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123513
- Type: SEC-registered investment adviser
- SEC file number: 801-61664
- Location: 950 TOWER LANE, SUITE 1500, FOSTER CITY, CA, 94404-2125
- Phone: 650-376-6550
- Latest filing: 2016-02-02
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $16.2M
- Clients: 20
- Accounts: 1,094

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Smith Ryan | DIRECTOR | Portland, OR |
| Young Fisher David | CHIEF COMPLIANCE OFFICER | Shaker Heights, OH |
| HORTON NANCY MARIE | CHIEF COMPLIANCE OFFICER | — |
| LEACH TIMOTHY JOHN | CEO/PRESIDENT/DIRECTOR | — |
| RECORD JAMES PAUL | CHIEF COMPLIANCE OFFICER | — |
| OWEN ANDREW NELSON | DIRECTOR | — |
| GROOTENDORST TONYA MARIE | CHIEF FINANCIAL OFFICER | — |
| JUNKANS DEAN ALLEN | SR. VICE PRESIDENT/DIRECTOR | — |
| BENNER SCOTT CRAIG | PRESIDENT/CEO/DIRECTOR; SR. VICE PRESIDENT/DIRECTOR | — |
| DUNEGAN DORETTA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| RAMAR SUANNE MARIE | VICE PRESIDENT/DIRECTOR | — |
| HOGAN MICHAEL JAMES | DIRECTOR | — |
| HOOPS THOMAS KARL | DIRECTOR | — |
| BREEN BRIGID | CHIEF COMPLIANCE OFFICER | — |
| COFFMAN ANGELA DEE | CHIEF FINANCIAL OFFICER & TREASURER | — |
| KURTZ LLOYD SHERER | CHIEF INVESTMENT OFFICER/DIRECTOR; DIRECTOR | — |
| DAVENPORT TIMOTHY GREGG | CHIEF FINANCIAL OFFICER & TREASURER | — |
| WHITSEL KIMBERLY D | CHIEF FINANCIAL OFFICER & TREASURER | — |
| GIFFORD JULI ANN | SECRETARY | — |
| WISSINGER DAVID | SR.VICE PRESIDENT/DIRECTOR | — |
| TSVETKOVA EUGENIA | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123513/similar
- Related entities: https://search.stillhousedata.com/firm/123513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123513

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.