# CAPITAL FINANCIAL MANAGEMENT

CAPITAL FINANCIAL MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 130841
- Type: SEC-registered investment adviser
- SEC file number: 801-62915
- Location: 2221 CAMINO DEL RIO SOUTH, SAN DIEGO, CA, 92108-3718
- Phone: 619-295-4883
- Latest filing: 2026-03-30
- Regulatory AUM: $69.7M
- Discretionary AUM: $35.3M
- Non-discretionary AUM: $34.4M
- Clients: 4
- Accounts: 333

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SHELDON KIRK ROY | SOLE PROPRIETOR; SOLE PROPRIETOR, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130841/similar
- Related entities: https://search.stillhousedata.com/firm/130841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130841

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.