# NELSON SECURITIES,INC.

NELSON SECURITIES,INC. of SPOKANE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 14377
- Type: SEC-registered investment adviser
- SEC file number: 801-41346
- Location: 9718 N MORTON CT, SPOKANE, WA, 99218
- Phone: 509-838-1313
- Latest filing: 2025-07-21
- Regulatory AUM: $272.0M
- Discretionary AUM: $247.7M
- Non-discretionary AUM: $24.3M
- Clients: 15
- Accounts: 2,026

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Corporations

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Kevin Donahue | TREASURER, CFO | — |
| Robert Owen Jr Nelson | PRESIDENT, CEO | — |
| Shyla Suzanne Gibson | CHIEF COMPLIANCE OFFICER | — |
| NELSON ROBERT OWEN | PRESIDENT, CEO, CCO, DIRECTOR; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| DONAHUE PATRICK KEVIN | TREASURER, CFO | — |
| NELSON ROBERT OWEN JR | PRESIDENT, CEO | — |
| GIBSON SHYLA SUZANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/14377/brochure
- Similar advisers: https://search.stillhousedata.com/firm/14377/similar
- Related entities: https://search.stillhousedata.com/firm/14377/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/14377

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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.