C.L. Sheldon & Company, LLC

Overview

C.L. Sheldon & Company, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management tailored to individuals and small businesses, operating under an hourly and fixed-fee pricing model. It reports no active ESG program and is not organized as a multi-state or affiliated adviser; the firm does not act as a capital allocator. The adviser appears to operate primarily in a nondiscretionary capacity—advice and planning are central to the client relationship while trading authority generally remains with clients. Service focus is on fee-based planning and managed portfolios rather than institutional pension consulting or family office services.

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Location & Offices