# NELSON ADVISORY SERVICES, INC.

NELSON ADVISORY SERVICES, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 337576
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337576

## About

NELSON ADVISORY SERVICES, INC. is a state-registered investment adviser in Winter Park, FL. It has 3 employees and 3 investment advisers. The firm is based in Florida.

## People

- John C. Nelson — Founder & President

## Questions

### What types of clients does Nelson Advisory Services serve?

The firm serves high-net-worth individuals, trusts, estates, and institutional clients. Public SEC filings indicate it provides discretionary and non-discretionary asset management, with tailored portfolios based on client risk tolerance and goals.

### What is the investment philosophy of Nelson Advisory Services?

The firm emphasizes asset allocation and risk management across diverse asset classes. Public records suggest a traditional approach: constructing portfolios from a mix of equities, bonds, and alternative investments, rebalanced periodically to meet client objectives.

### How is Nelson Advisory Services regulated?

Nelson Advisory Services (SEC) as an investment advisor. It files Form ADV annually, disclosing assets under management, fee structures, and any disciplinary history — none of which is publicly reported.

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Last updated: 2026-08-14T12:30:00.000Z

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