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| Keyboard |
| CL Sheldon & Company LLC
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|---|---|
| CRD # | 152582 |
| SEC # | 801-136786 |
| CIK # | |
| AUM | 110.7 M (2026-06-18) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 703-542-4000 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 43.3 |
| (b) Individuals (high net worth individuals) | 34 | 67.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 110.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 138 | 110.7 |
| Total | 138 | 110.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.7 | |
| Total | 138 | 110.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 3 |
| Serves | Retail |
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|---|---|---|
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111.1 M | |
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Prospero Wealth LLC
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|
Compass Investment Advisers LLC
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OR | 110.5 M |
|
Armour Wealth Advisors LLC
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|
WA | 110.4 M |
|
Generouswealth LLC
✚
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SC | 110.4 M |
|
Crystal View Capital LLC
✚
|
MI | 110.3 M |
|
Charles River Wealth Management LLC
✚
|
MA | 110.3 M |