Where does the data come from?

SEC monthly roster of registered investment advisers (Form ADV data). Official record: https://adviserinfo.sec.gov/firm/summary/152582

C.L. Sheldon & Company, LLC: new SEC registration, $111M AUM,

Q: How to monitor C.L. Sheldon & Company, LLC and peer approved records

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C.L. Sheldon & Company, LLC: new SEC registration, $111M AUM, . Its amount of 111 is below the median of 134 (25th percentile). Dated 111 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of 2026-10-28 · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 111 · 25th percentile of 1,149 NewRiaPulse records · 0.8x the median

Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.

Field	Value
Firm	C.L. Sheldon & Company, LLC
Legal name	C.L. Sheldon & Company, LLC
CRD	152582
Status	Approved
Registered with the SEC	2026-07-17
Latest Form ADV filing	2026-06-18
Regulatory AUM	$110,683,215
Accounts	138
Employees	10
Website	https://twitter.com/curt_sheldon
amount percentile	25th of 1,149 (median 134, 0.8x median)
Peer records CSV (500 records)	🔒 Click to unlock →
CRM-ready export with official source URLs	🔒 Click to unlock →

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Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
Record date: 2026-07-17
Data refreshed: 2026-10-28
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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45 / 100 Score

$111M under management.
Website on file.

What is the NewRiaPulse record for C.L. Sheldon & Company, LLC?

C.L. Sheldon & Company, LLC received SEC registration as an investment adviser (2026-07-17) with $110,683,215 in regulatory assets under management, based in .

How does C.L. Sheldon & Company, LLC compare to other NewRiaPulse records?

Its amount of 111 is below the median (25th percentile); smaller records often move faster and face less competition. It is 111 days old; check the official source for later updates before acting.

C.L. Sheldon & Company, LLC vs. top 3 peers

Organization	Location	Amount	Percentile	Record date
C.L. Sheldon & Company, LLC		111	25th	2026-07-17
Wealthlynk, INC.	Fallbrook, CA	112	27th	2026-09-16
Cs Tomasi Wealth Management	Costa Mesa, CA	110	23rd	2026-09-15
Legacy Partners Financial Group, LLC	Woodstock, GA	108	20th	2026-09-29

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.