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C.L. SHELDON & COMPANY, LLC

· CRD 152582 · IAPD ↗ · 703-542-4000

$110.7MRegulatory AUM
3Advisory reps
10Employees
3Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — C.L. SHELDON & COMPANY, LLC (location n/a) is newly SEC-registered with $110.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.