David Sheiman
The Ellerson Group · Annapolis, Maryland
David Sheiman is a fee-only financial advisor at The Ellerson Group in Annapolis, Maryland, who holds the CFA credential. David focuses on estate & legacy planning and tax planning. The Ellerson Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- High earners
Facts
| Firm | The Ellerson Group |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Assets under management | $291.2M across 109 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 6205452 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ellersongroup.com |
| Profile |
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Questions about David
Is David Sheiman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and The Ellerson Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, The Ellerson Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does David charge?
According to The Ellerson Group's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is David Sheiman based?
David Sheiman is based in Annapolis, Maryland.
What does David specialize in?
David's specialties include estate & legacy planning and tax planning. David works with executives, founders, physicians, retirees and high earners.
What credentials does David Sheiman hold?
David Sheiman holds the CFA credential.
Is David Sheiman registered with the SEC?
Yes. David Sheiman is registered as an investment adviser representative in MD (CRD 6205452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Ellerson Group manage?
The Ellerson Group reports $291.2M across 109 accounts in assets under management.
How do I contact David Sheiman?
Through David's website, www.ellersongroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- The Ellerson Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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