Sheridan Capital Management is a registered investment advisor based in San Rafael, California, offering continuous asset management services to individuals and high-net-worth clients. Founded in 2011 and wholly owned by Conor Sheridan, the firm builds customized portfolios using mutual funds, exchange-traded funds, and other public securities tailored to each client's specific goals, risk tolerance, and time horizon. Portfolios are reviewed at least quarterly and rebalanced as needed. The firm uses fundamental, technical, and cyclical analysis methods along with long-term and short-term purchase strategies. Sheridan Capital Management acts in a legal advisory capacity to always put client interests first and operates on a fee-only basis without selling commissionable products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are generally negotiable.