Capital Financial Management

Capital Financial Management (CRD# 130841) is a financial advisory firm headquartered in San Diego, CA. They manage $63,938,000 in 351 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2221 Camino Del Rio South, Suite 303, San Diego, CA 92108
http://www.capitalfinancialmgt.com
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $182,160
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
The map below shows states where this firm has explicit registration only.

CA, TX

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

Kirk Sheldon (CRD# 1062156) is an Investment Advisor Representative working at Capital Financial Management in San Diego, CA and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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