Stephen Patrick Philpott
Investment adviser representative at Nelson Capital Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$810.8MFirm assets
Are you Stephen Patrick Philpott? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Nelson Capital Management, LLCMay 2005 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Nelson Capital Management, LLC
$810.8MAssets managed
214Clients
4Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3195871
- Firm CRD
- 129776