C
CRD: 130841
Capital Financial Management
$69.7M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
4 Employees
118 ADV. Clients
14 yrs Firm Age
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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
2221 Camino DEL RIO South Suite 303 SAN Diego CA
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.
Team overview
-- AVG AGE
$69.7M AVG AUM / ADVISOR
$590.3K AVG AUM / CLIENT
14.1 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Atlas zenith Ember ember Legacy pathway
Client Personas
Zenith
Custodian
Pioneer
Investment Themes
Peak momentum Radial atlas Unison Pathway
Investment Vehicles
Crest ember
Services
Unison Pathway fusion Pioneer signal Focus Meridian Vector Atlas Meridian summit
Owner & Executives
KIRK ROY SHELDON
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #1062156
- Ownership
- 75% or more
(595) 777-6535
vertex.ridge@beaconcapital.com
in linkedin.com/in/delta-meridian
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $69,659,000
Public Funds:
6.4% Equity - Exchange:
8.7% Cash:
22.3% Corporate - Investment Grade:
21.6% Equity - OTC:
15.3% Municipal Bonds:
17.5% U.S. Government/Agency:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $168,184,875 | 6.4% |
| Equity - Exchange | $228,626,314 | 8.7% |
| Cash | $586,019,173 | 22.3% |
| Corporate - Investment Grade | $567,623,953 | 21.6% |
| Equity - OTC | $402,066,967 | 15.3% |
| Municipal Bonds | $459,880,517 | 17.5% |
| U.S. Government/Agency | $215,486,871 | 8.2% |
| Total | $2,627,888,670 | 100.0% |