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C.L. Sheldon & Company, LLC

EST. AUM
$110,683,215

CONTACTS

CLIENT ACCOUNTS
138

Firm Details

Metro area Washington, DC
CRD Number 152582
Website clsheldon.com
Client types

Overview

C.L. Sheldon & Company, LLC is an independent, fee-only registered investment advisory firm headquartered in Alexandria, Virginia, with an additional location in San Antonio, Texas. Founded by President and Lead Planner Curtis (Curt) Sheldon, CFP®, EA, TPCP®, AIF®—a retired U.S. Air Force fighter pilot with 27 years of active duty service—the practice uniquely specializes in tailored wealth management for current, former, and transitioning senior military officers. Operating under a pure fiduciary, fee-only framework, C.L. Sheldon seamlessly unifies specialized knowledge of military retirement systems, Veterans Administration (VA) disability compensation, Survivor Benefit Plan (SBP) choices, and Thrift Savings Plan (TSP) allocations with proactive tax preparation and non-discretionary investment portfolio design.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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