Sheldon Singleton

Financial advisor at Chicago Capital Management Advisors, LLC

Last updated 2026-10-10

Claim your profile

Sheldon Singleton is a financial advisor at Chicago Capital Management Advisors, LLC, CRD 2060931. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2009-09-04.

Registration

CRD number
2060931
Registration status
Active
IAPD registration
2009-09-04
Industry Experience
17 years
Work Experience
12 years
States registered
CA

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2014-03 to 2019-06 · Ers Life · Alameda, CA
  • 2015-02 to 2017-05 · Verizon Wireless · Irvine, CA
  • 2016-11 to 2018-05 · Partners for Prosperity, LLC · Newport Beach, CA
  • 2017-01 to 2017-12 · Wood Bridge Wealth · Sherman Oaks, CA
  • 2018-04 to 2018-11 · Vfg Advisors, Inc. · Irvine, CA
  • 2018-11 to Present · Delta Investment Management, LLC · Los Angeles, CA
  • 2018-03 to 2019-06 · American Alternative Investments · Indianapolis, IL
  • 2019-03 to 2020-01 · Westpark Capital, Inc. · Los Angeles, CA
  • 2020-01 to Present · American Trust Investment Services, Inc. · Los Angeles, CA
  • 2018-04 to Present · Vanclef Financial Group · Los Angeles, CA

Current employment

SEC IAPD record for Sheldon Singleton

Chicago Capital Management Advisors, LLC

Regulatory AUM
$135,217,000
Registered advisors
20
Offices
20
Clients per advisor
31.0 (Low)
Average AUM per client
$218.1K (Low)
High-net-worth client ratio
8.7% (Low)

Chicago Capital Management Advisors, LLC: advisors, services and reported ETF investments

About

Sheldon Singleton is a financial advisor at Chicago Capital Management Advisors, LLC. Reported securities licenses include Series 65 and Series 63. The latest record indicates 17 years of industry experience and 12 years of reported work history.

Chicago Capital Management Advisors, LLC's firm-level Form ADV reports 20 advisors across 20 offices; approximately 31.0 clients per advisor, average assets per client of $218,092, and regulatory AUM of $135.2M; client categories including Individuals (non-HNW), High net worth individuals, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by Chicago Capital Management Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Sheldon Singleton?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.