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Casey D Nelsen

Alta Capital Management LLC

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About Casey D Nelsen

Casey Nelsen is a registered Investment Advisor Representative in Utah, working with Alta Capital Management LLC. Casey holds a Series 65 license and has been in the industry since January 2007. Casey is a Chartered Financial Analyst. Casey's expertise includes providing financial planning, selecting other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Casey is also the owner of Tellucap Partners, a real estate company owning a nine-unit apartment building.

Firm Information

Casey Nelsen is currently registered with Alta Capital Management LLC. Alta Capital Management LLC is an investment advisor registered with the SEC and located in SALT LAKE CITY, UT. The firm provides financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as selection of other advisors. They manage over $1.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm also has experience working with religious institutions, limited partnerships, and UMA platforms.
Alta Capital Management LLC

6440 SOUTH WASATCH BLVD

SALT LAKE CITY, UT 84121

$1.71B

Assets Under Management

16

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Nelsen’s Registration & Firm History

UT

10/08/2014 - Present

Alta Capital Management LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 10/07/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey D Nelsen.
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