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Steven Mark Sheldon

SMS CAPITAL MANAGEMENT, INC.·BELLAIRE, Texas
Unclaimed Profile
6575 WEST LOOP SOUTH, BELLAIRE, TX 77401CRD# 4621861Firm CRD# 124788
01

About

Steven Mark Sheldon is a registered financial advisor based in BELLAIRE, Texas, affiliated with SMS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SMS CAPITAL MANAGEMENT, INC.
SMS CAPITAL MANAGEMENT
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SMS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4621861
Firm CRD# 124788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Mark Sheldon offer?
Steven Mark Sheldon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLAIRE, Texas for a consultation.
What are Steven Mark Sheldon's credentials?
Steven Mark Sheldon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Mark Sheldon located?
Steven Mark Sheldon is based in BELLAIRE, Texas, working with SMS CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLAIRE metropolitan area and surrounding communities.
How does Steven Mark Sheldon charge for services?
Steven Mark Sheldon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMS CAPITAL MANAGEMENT, INC.?
SMS CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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