C.L. SHELDON & COMPANY, LLC

C.L. SHELDON & COMPANY, LLC is an SEC-registered investment adviser (CRD 152582). Regulatory assets under management: $110.7M.

Registration

• CRD: 152582
• SEC file number: 801-136786
• Type: Registered investment adviser
• Phone: 703-542-4000
• Latest filing: 2026-06-18
• Regulatory AUM: $110.7M
• Non-discretionary AUM: $110.7M
• Clients: 10
• Accounts: 138

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 152582 on SEC IAPD (source of record)
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