SHELDON, KIRK ROY
Legal name: CAPITAL FINANCIAL MANAGEMENT
CRD #130841 SEC #801-62915 SAN DIEGO, CA 619-295-4883
SEC Registered
Total AUM
$35M
Discretionary
$602K
Employees
1
Clients
101
Accounts
284
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $35M | $602K | $34.4M | 1 | 125 |
| May 2012 | $35M | $602K | $34.4M | 1 | 125 |
| Mar 2012 | $35M | $602K | $34.4M | 1 | 125 |
| Mar 2012 | $35M | $602K | $34.4M | 1 | 125 |
| Jun 2011 | $34.7M | $652K | $34.1M | 5 | -- |
| Mar 2011 | $34.7M | $652K | $34.1M | 5 | -- |
| Mar 2010 | $31M | $0 | $31M | 5 | -- |
| Mar 2007 | $34.4M | $0 | $34.4M | 5 | -- |
| Sep 2005 | $36.5M | $0 | $36.5M | 5 | -- |
DateJun 2012
Total AUM$35M
Discretionary$602K
Non-Disc.$34.4M
Employees1
Clients125
DateMay 2012
Total AUM$35M
Discretionary$602K
Non-Disc.$34.4M
Employees1
Clients125
DateMar 2012
Total AUM$35M
Discretionary$602K
Non-Disc.$34.4M
Employees1
Clients125
DateMar 2012
Total AUM$35M
Discretionary$602K
Non-Disc.$34.4M
Employees1
Clients125
DateJun 2011
Total AUM$34.7M
Discretionary$652K
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2011
Total AUM$34.7M
Discretionary$652K
Non-Disc.$34.1M
Employees5
Clients--
DateMar 2010
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateMar 2007
Total AUM$34.4M
Discretionary$0
Non-Disc.$34.4M
Employees5
Clients--
DateSep 2005
Total AUM$36.5M
Discretionary$0
Non-Disc.$36.5M
Employees5
Clients--