# Sheridan Capital Management, LLC

> Sheridan Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2011, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 156705
- Filed as: SHERIDAN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156705
- AdvisorCensus page: https://advisorcensus.com/firm/sheridan-capital-management-llc-156705

## Quick answers

**How is Sheridan Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sheridan Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Sheridan Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $1,000,000: 0.85% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Sheridan Capital Management, LLC registered with the SEC or a state?**
Sheridan Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 156705.

**How much does Sheridan Capital Management, LLC manage?**
Sheridan Capital Management, LLC reports $217,223,688 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sheridan Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Sheridan Capital Management, LLC: Regulatory assets under management: $187,766,843 in the October 2021 data and $217,223,688 in the October 2026 data, up 16%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sheridan Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (55).

**Which custodians does Sheridan Capital Management, LLC use?**
Sheridan Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Sheridan Capital Management, 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/156705

**Does Sheridan Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "We generally require a minimum account balance of $500,000 for our Asset Management service for opening and maintaining accounts, although we may under certain circumstances welcome clients with lower balances for our Asset Management service."

**What changed in Sheridan Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $184,181,604 to $217,223,688 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $1,000,000: 0.85% a year
- $1,000,000 to $2,000,000: 0.75% a year
- Above $2,000,000: 0.6% a year

> First $1,000,000 0.85% Next $1,000,000 0.75% Over $2,000,000 0.60%

- Account minimum: $500,000

> We generally require a minimum account balance of $500,000 for our Asset Management service for opening and maintaining accounts, although we may under certain circumstances welcome clients with lower balances for our Asset Management service.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $217,223,688
- Discretionary: $217,223,688
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $38,902,401 |
| High net worth individuals | 55 | $178,321,287 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sheridancapitalmanagement.com
- LinkedIn @conor-sheridan-0839003

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $187,766,843 | 1 | March 2, 2021 |
| October 2022 | $206,501,402 | 1 | May 17, 2022 |
| October 2023 | $159,785,431 | 1 | March 30, 2023 |
| October 2024 | $167,370,536 | 1 | March 25, 2024 |
| October 2025 | $184,181,604 | 1 | March 27, 2025 |
| October 2026 | $217,223,688 | 1 | March 31, 2026 |

Regulatory assets under management: $187,766,843 in the October 2021 data and $217,223,688 in the October 2026 data, up 16%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $184,181,604 to $217,223,688 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sheridan Capital Management, LLC (CRD 156705): Form ADV filing data as of October 2026.