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CAPITAL FINANCIAL MANAGEMENT
SHELDON, KIRK ROY
CRD 130841 · SEC 801-62915
2221 CAMINO DEL RIO SOUTH, SUITE 303, SAN DIEGO, CA, 92108-3718, United States
Phone
619-295-4883
Fax
619-299-9344
Registration
— (—)
Source
State registered
Total AUM
$69.7M
Discretionary AUM
$35.3M
Team
4 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $28.7M |
| High net worth individuals | 21 | $40.4M |
| Pension/profit sharing plans | 2 | $483K |
All web addresses on file
Official SEC filing: View on IAPD