# Nelson Financial Services

Nelson Financial Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/scott-nelson-659608a

## Regulatory record

- **CRD number:** 328297
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328297

## About

NELSON FINANCIAL SERVICES is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Does Nelson Financial Services participate in fund commitments or only direct deals?

The firm's investment approach is entirely opaque. No fund commitments, direct investments, or co-investments have been reported by portfolio companies, GPs, or the financial press. The office has not appeared in any deal announcements or shareholder registries.

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Last updated: 2026-07-06T01:24:21.890Z

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