Sheridan Capital Management, LLC

Sheridan Capital Management provides discretionary asset management primarily for individual and high‑net‑worth clients, designing portfolios that typically include mutual funds, exchange‑traded funds and other public securities. The firm reports managing about $217 million on a discretionary basis for roughly 116 clients and generally charges fees as a percentage of assets under management.

The firm emphasizes continuous, regular account supervision with individualized portfolio construction, quarterly reviews and rebalancing to match clients’ objectives and risk tolerances. Its investment approach combines fundamental analysis with technical methods such as charting and cyclical analysis, and it explicitly treats cash and cash equivalents as an asset class (using Schwab Bank sweep accounts, CDs and high‑grade commercial paper) when implementing strategies.

What is notable relative to peers is the combination of a relatively large asset base with a very small advisory team and the firm’s practice of assessing advisory fees on cash and cash‑equivalents — a less common practice among similar advisers. Sheridan Capital recommends Schwab as custodian and makes use of Schwab’s institutional services, and it maintains a written Code of Ethics and specific personal‑trading safeguards (including pre‑clearance and a 48‑hour trade window) to address potential conflicts of interest.