C.L. Sheldon & Company provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
C.L. Sheldon & Company reports 138 clients. They include 104 individual clients and 34 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $111M across 138 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 39% |
| High-net-worth individuals | 25% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 104 | $43.3M | 39.1% | $416K |
| High-net-worth individuals | 34 | $67.4M | 60.9% | $1.98M |
| Total | 138 | $111M | 100% | $802K |
- Clients
- 104
- Regulatory AUM
- $43.3M
- AUM share
- 39.1%
- Avg. per client
- $416K
- Clients
- 34
- Regulatory AUM
- $67.4M
- AUM share
- 60.9%
- Avg. per client
- $1.98M
Total
- Clients
- 138
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- $802K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
C.L. Sheldon & Company is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial coaching
- Monthly financial coaching fees start at $250 and are paid in arrears.
- Stand-alone financial planning and consulting
- Stand-alone financial planning and consulting is negotiable, generally $250 an hour for the lead planner and $150 an hour for other staff.
Curtis Sheldon owns 75% or more of C.L. Sheldon & Company. The leadership team of C.L. Sheldon & Company includes President Curtis Sheldon. It has 10 employees, 3 of them in advisory roles.
Staff
- 10 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of C.L. Sheldon & Company, LLC
Curtis Sheldon
Control person · since September 2009
Besides its headquarters, C.L. Sheldon & Company has 4 offices (2 private residences, listed without an address), with 3 listed addresses across 2 states.
Texas · 1 listed address
- 9901 Ih 10 West, San Antonio
Virginia · 1 listed address
- 1800 Diagonal Road, Alexandria
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- C.L. Sheldon & Company, LLC
- Headquarters
- Not reported
- Website
- clsheldon.com
- Phone
- 703-542-4000
- @c-l-sheldon-company-llc
- SEC file
- 801-136786
- Structure
- Virginia LLC
- Fiscal year end
- December
C.L. Sheldon & Company’s named custodian for separately managed accounts is Altruist ($76.6M). C.L. Sheldon & Company does not have custody of client assets.
- AltruistAltruist Financial LLC · San Diego, CA · $76.6M100%
At year end, C.L. Sheldon & Company’s separately managed accounts were mostly in funds (87%) and cash (13%).
What the accounts hold
- Funds87%
- Cash13%
How many clients does C.L. Sheldon & Company have?
C.L. Sheldon & Company has 138 clients and manages $111 million for them, as of June 2026. They include 104 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 June 2026
What services does C.L. Sheldon & Company offer?
C.L. Sheldon & Company provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does C.L. Sheldon & Company use?
C.L. Sheldon & Company’s separately managed account assets are held at Altruist Financial LLC (San Diego, CA), with $76.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 June 2026
How many financial advisors does C.L. Sheldon & Company have?
C.L. Sheldon & Company has 3 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does C.L. Sheldon & Company invest in?
At the end of its last fiscal year, C.L. Sheldon & Company’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs) and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns C.L. Sheldon & Company?
C.L. Sheldon & Company’s direct owner is Curtis Sheldon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 June 2026
How does C.L. Sheldon & Company get paid?
C.L. Sheldon & Company is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact C.L. Sheldon & Company?
Its phone number is 703-542-4000. Its website is clsheldon.com.
