C.L. SHELDON & COMPANY, LLC
CRD 152582 · SEC 801-136786
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$110.7M
Discretionary AUM
$0
Team
10 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $43.3M |
| High net worth individuals | 34 | $67.4M |
All web addresses on file
- https://twitter.com/curt_sheldon
- https://juniorofficermoney.com
- https://www.linkedin.com/in/curtis-curt-sheldon-cfp%C2%AE-ea-20a51b19/
- https://www.linkedin.com/company/c-l-sheldon-company-llc
- https://www.facebook.com/C-L-Sheldon-Company-LLC-610690632715506
- https://www.facebook.com/MilitaryFinancialAdvisor
- HTTP://WWW.CLSHELDON.COM
- HTTPS://CLSHELDON.WORDPRESS.COM
Official SEC filing: View on IAPD