Nelson Capital offers highly personalized service incorporating a deeper understanding of our clients’ lives because the decisions you make during life’s transitions have a dramatic impact on your future.

Nelson Capital Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Nelson Capital Management, LLC and its representatives are properly licensed or exempt from licensure.  This LinkedIn page and any pages associated with it are solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Nelson Roberts Investment Advisors, LLC unless a client service agreement is in place.  

Investment Management

Nelson Capital

Brooks Nelson

Darcy Smoot

Kelly Bojo

Steve P. Philpott

Evan Nelson

Damon Raike

The Leadership Team at Nelson Capital provides strategic direction and oversight, ensuring the firm delivers personalized investment advisory services that meet clients' unique financial needs. Comprising experienced professionals with certifications in financial planning and investment management, the team focuses on fostering client relationships and navigating key decisions during life’s transitions to enhance long-term wealth and security.

Leadership Team

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Investment Management