Nelson, Van Denburg & Campbell Wealth Management Group, LLC (Omaha)

Name: Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Address: 14301 First National Bank Parkway, Omaha, NE, 68154
Telephone: 402-218-4064

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is a large advisory firm based in Omaha. It manages $858.49 million of regulatory assets for 2,738 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.

Nelson, Van Denburg & Campbell Wealth Management Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and investment consulting. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nelson, Van Denburg & Campbell Wealth Management Group: assets under management

The assets under management (AUM) of Nelson, Van Denburg & Campbell Wealth Management Group, LLC is $858.49 million. The firm's AUM has grown by 1396% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $579.59 million in discretionary accounts and $278.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $217.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.58 million.

Investments

The firm invests in exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is investment and business development companies, which make up 36% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nelson, Van Denburg & Campbell Wealth Management Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Nelson, Van Denburg & Campbell Wealth Management Group serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Nelson, Van Denburg & Campbell Wealth Management Group is high net worth individuals with 324 clients and $439.33 million of assets under management. Among the 8 most similar advisory firms, Nelson, Van Denburg & Campbell Wealth Management Group has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $823.77 million for 1,904 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Nelson, Van Denburg & Campbell Wealth Management Group doesn't advise any private funds.

Careers at Nelson, Van Denburg & Campbell Wealth Management Group, LLC

The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 20 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kent Eric Nelson	Member/chief compliance officer	1 Jan 2009	25% - 50%	1264885
Burton Lee Van Denburg	Member	1 Jan 2009	25% - 50%	4414487
Britt E Campbell	Member	1 Apr 2011	25% - 50%	3166468
Andrea Patricia Mcmahon	Member	1 Sep 2017	Other	1568097
Rodney Wayne Goben	Member	1 Sep 2017	Other	2095028

Based in Omaha

The principal office where Nelson, Van Denburg & Campbell Wealth Management Group, LLC performs its advisory services is located at 14301 First National Bank Parkway, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in La Vista, NE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-218-4064 or by fax 402-403-1436. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at nvcwealth.com.