Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
17yrs
Sheldon Singleton
Financial advisor at Chicago Capital Management Advisors
Sheldon Singleton has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Irvine, California. After two years at Delta Investment Management and a year at VFG Advisors, Sheldon joined Chicago Capital Management Advisors in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Chicago Capital Management Advisors reports being paid through a percentage of assets and hourly fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 56% of advisors in Irvine
OfficeIrvine, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$214,907
Advisors at the firm16
States licensed ?1 state
Services through Chicago Capital Management Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowChicago Capital Management Advisors, LLCCurrent firm
- Nov 2018 – Aug 2020Delta Investment Management, LLCPreviously
- Apr 2018 – Dec 2018VFG Advisors, Inc.Previously
- Dec 2016 – Jul 2018Prosperity Economics Partners, LLCPreviously
- Apr 2014 – Mar 2015Robotic Trading Advisors, LLCPreviously
- 2012 – 2014Transamerica Financial Advisors, LLCPreviously
- 2009 – 2012Investment Advisors International, Inc.Previously
Contact Sheldon
(630) 241-1122Firm headquarters in Lisle, IL. Ask for Sheldon. Irvine, CAOffice · Get directions Firm websiteHTTP://WWW.CHICAGOMANAGEMENT.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Sheldon
Tailored to Sheldon’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sheldon
How do I contact Sheldon?
Call Chicago Capital Management Advisors at (630) 241-1122 and ask for Sheldon Singleton. Sheldon works from the Irvine, CA office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 2009, about 17 years. More experience than 56% of advisors in Irvine.
What licenses does Sheldon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sheldon a fiduciary?
Sheldon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sheldon paid?
Chicago Capital Management Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Sheldon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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