Coleton Lindor Nelson
Financial advisor at Prime Capital Financial · Overland Park, KS
Last updated 2026-10-10
Claim your profileColeton Lindor Nelson is a financial advisor at Prime Capital Financial in Overland Park, KS, CRD 7191530. Licenses and exams on the registration: Series 65. IAPD registration began 2024-03-04.
Registration
- CRD number
- 7191530
- Registration status
- Active
- IAPD registration
- 2024-03-04
- Industry Experience
- 2 years
- Work Experience
- 16 years
- States registered
- KS
Licenses and exams
- Series 65
Work history
- 2023-08 to Present · Prime Capital Investment Advisors LLC · Overland Park, KS
- 2022-06 to 2023-08 · Mano's Wine · Kansas City, MO
- 2021-04 to 2022-06 · Northwestern Mutual · Olathe, KS
- 2019-05 to 2021-04 · Buffalo Wild Wings · Manhattan, KS
- 2018-08 to 2022-05 · Kansas State University · Manhattan, KS
- 2010-08 to 2018-05 · Student · Bonner Springs, KS
- 2018-05 to 2018-08 · Unemployed · Bonner Springs, KS
Current employment
- Prime Capital Financial · Overland Park, KS
Prime Capital Financial
- Regulatory AUM
- $39,139,607,871
- Registered advisors
- 265
- Offices
- 139
- Clients per advisor
- 90.4 (Moderate)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 23.2% (Moderate)
Prime Capital Financial: advisors, services and reported ETF investments
About
Coleton Lindor Nelson is a financial advisor at Prime Capital Financial in Overland Park, KS. Reported securities licenses include Series 65. The latest record indicates 2 years of industry experience and 16 years of reported work history. Reported roles include Prime Capital Investment Advisors LLC, Mano's Wine, Northwestern Mutual, Kansas State University, among others.
SEC disclosures list additional business and community activities: Pcrm: , suite #150, overland park, ks 66211, fixed-insurance products, insurance agent, 03/2024, 1hrs; /mo.
Prime Capital Financial's firm-level Form ADV reports 265 advisors across 139 offices; approximately 90.4 clients per advisor, average assets per client of $1,633,199, and regulatory AUM of $39.1B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $7.1B across 420 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Coleton Lindor Nelson personally.
Reported ETF positions
Prime Capital Financial reports 420 ETF positions worth $7.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $708.4M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $393.7M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $375.8M |
| IEFA — iShares Core MSCI EAFE ETF | $267.6M |
| SCHX — Schwab U.S. Large-Cap ETF | $256.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Prime Capital Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $9.4M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.3M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $139.6M | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | DUSB — Dimensional Ultrashort Fixed Income ETF | $5.6M | Top 99.4% | Replicability (R²) 32.8% · Residual Sharpe 1.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Prime Capital Financial on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Insurance Broker or Agent
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
6201 College Blvd., Overland Park, KS 66211
265 advisors at this office.
Contact
The firm's filed contact details.
Official record
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