Capital Financial Management

Capital Financial Management (CRD# 130841) is a financial advisory firm headquartered in San Diego, CA. They manage $44,007,000 in 336 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $130,973
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Capital Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Kirk R. Sheldon
CRD#: 1062156
2221 Camino Del Rio South, Suite 303, San Diego, CA 92108
96
Wealthminder
score

Kirk Sheldon (CRD# 1062156) is an Investment Advisor Representative working at Capital Financial Management in San Diego, CA and has over 32 years of experience in the finance industry. Kirk Sheldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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