Sheridan Capital Management, LLC

Sheridan Capital Management, LLC (CRD# 156705) is a financial advisory firm headquartered in San Francisco, CA. They manage $125,600,000 in 196 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $640,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Sheridan Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Conor M. Sheridan
CRD#: 2377368
425 Market Street, Suite 2200, San Francisco, CA 94105
93
Wealthminder
score

Conor Sheridan (CRD# 2377368) is an Investment Advisor Representative working at Sheridan Capital Management, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.