Capital Financial Management

Capital Financial Management, established in 1994 by Kirk Roy Sheldon, offers personalized investment advisory services in San Diego, CA. Kirk Roy Sheldon, a Certified Financial Planner, has been in the financial services industry since 1977. The firm provides five types of financial advisory services, including Segmented Financial Advisory Services, Coordinated Financial Plans, Consulting Services, Investment Reporting and Review, and Asset Management Services. Fees are charged at an hourly rate of $300 or a fixed fee, depending on the service. For Asset Management Services, fees are based on a percentage of assets under management on a sliding scale. The firm primarily uses fundamental analysis for investment strategies and may attend industry conferences and consult with professionals. Clients have the option to grant discretionary authority for investment decisions. Capital Financial Management does not charge performance-based fees and maintains a Code of Ethics. The firm does not have any disciplinary information and provides periodic account reviews and reports to clients. Clients may have custody of their funds with a qualified custodian, and the firm may receive soft dollar compensation from brokerage firms. Clients are encouraged to compare custodial account statements for accuracy. The firm does not have any financial disclosure items and does not receive referral fees. Kirk Roy Sheldon is responsible for investment policy, portfolio allocation, and supervision at the firm.