# C.L. Sheldon & Company, LLC

> C.L. Sheldon & Company, LLC is an SEC-registered investment advisory firm in Alexandria, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 152582
- Filed as: C.L. SHELDON & COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Alexandria, VA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152582
- AdvisorCensus page: https://advisorcensus.com/firm/c-l-sheldon-and-company-llc-alexandria-va-152582

## Quick answers

**How is C.L. Sheldon & Company, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), C.L. Sheldon & Company, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is C.L. Sheldon & Company, LLC located?**
C.L. Sheldon & Company, LLC's principal office is in Alexandria, VA, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is C.L. Sheldon & Company, LLC registered with the SEC or a state?**
C.L. Sheldon & Company, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 152582.

**How much does C.L. Sheldon & Company, LLC manage?**
C.L. Sheldon & Company, LLC reports $110,683,215 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (0% discretionary).

**What types of clients does C.L. Sheldon & Company, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (34).

**Which custodians does C.L. Sheldon & Company, LLC use?**
C.L. Sheldon & Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does C.L. Sheldon & Company, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/152582

**What changed in C.L. Sheldon & Company, LLC's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,683,215
- Discretionary: $0
- Non-discretionary: $110,683,215

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $43,287,930 |
| High net worth individuals | 34 | $67,395,285 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Alexandria, VA
- San Antonio, TX

### Websites listed on Form ADV (Item 1.I)
- clsheldon.com
- clsheldon.wordpress.com
- juniorofficermoney.com
- Facebook @C-L-Sheldon-Company-LLC-610690632715506
- Facebook @MilitaryFinancialAdvisor
- LinkedIn @c-l-sheldon-company-llc
- LinkedIn @curtis-curt-sheldon-cfp®-ea-20a51b19
- X @curt_sheldon

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C.L. Sheldon & Company, LLC (CRD 152582): Form ADV filing data as of October 2026.