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Sheldon, Kirk Roy (San Diego)


Sheldon, Kirk Roy is an adviser based in San Diego. It manages $34.98 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.




Sheldon, Kirk Roy provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sheldon, Kirk Roy: assets under management

The assets under management (AUM) of Sheldon, Kirk Roy is $34.98 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $602 thousand in discretionary accounts and $34.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $122.33 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sheldon, Kirk Roy for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Sheldon, Kirk Roy performs its advisory services is located at 2221 Camino Del Rio South, San Diego, CA 92108 3718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-295-4883 or by fax 619-299-9344. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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