Investment adviser · CRD 130841

CAPITAL FINANCIAL MANAGEMENT

Investment adviser filing (IA)

SHELDON, KIRK ROY

SAN DIEGO, CA, United States · Form ADV filed Jun 1, 2012

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
284
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 1, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

2221 CAMINO DEL RIO SOUTH, SUITE 303
SAN DIEGO, CA, 92108-3718, United States

CRD 130841

Filing source

Form ADV 650485 · Jun 1, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.