CRD: 130841
Capital Financial Management
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2012
- Office Locations
- 1
Office Locations
About Capital Financial Management
Capital Financial Management is a San Diego RIA led by founder Kirk R. Sheldon, focused on long-term, relationship-driven financial planning and portfolio management. The firm supports individuals and business owners with asset allocation, risk management, estate and tax planning, and insurance coordination, using a mix of mutual funds, ETFs, and fixed income. Custody available via Charles Schwab & Co.
Reported data analysis
What the numbers show
Between May 31, 2011 and May 15, 2012, reported AUM increased 0.7%, from $34.7M to $35.0M.
Of the latest reported AUM, 1.7% is discretionary and 98.3% is non-discretionary.
The firm reports 1 advisory representatives and 118 clients, or 118 clients per representative. That equates to $590.3K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KIRK ROY SHELDON
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #1062156
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,297,000 | $200,667 |
| Non-Discretionary | $34,362,000 | $122,331 |
| Total | $69,659,000 | $123,158 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Financial Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.