# NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT, LLC of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 129776
- Type: SEC-registered investment adviser
- SEC file number: 801-62601
- Location: 545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA, 94025
- Phone: (650) 322-4000
- Latest filing: 2026-04-02
- Regulatory AUM: $810.8M
- Discretionary AUM: $810.8M
- Clients: 10
- Accounts: 685

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Darcy Nelson Smoot | PRINCIPAL | — |
| Brooks Phillips Nelson | PRESIDENT | — |
| Stephen Patrick Philpott | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Evan Philip Nelson | PRINCIPAL | — |
| NELSON BROOKS PHILLIPS | PRESIDENT | — |
| ROBERTS BRIAN PATRICK | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PHILPOTT STEPHEN PATRICK | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SMOOT DARCY NELSON | PRINCIPAL | — |
| Nelson Evan Philip | PRINCIPAL | — |
| Chrissy Dianda | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129776/similar
- Related entities: https://search.stillhousedata.com/firm/129776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129776

---

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.