Shelton Capital Management
Denver, CO·SEC-registered · CRD #104720
Shelton Capital Management is an SEC-registered investment advisory firm in Denver, CO managing $6.5B across 1.5k client accounts, with 23 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.5B
Client accounts
1.5k
Advisory staff
23
Fee model
Fee-based
How Shelton Capital Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Shelton Capital Management
How much does Shelton Capital Management manage?
Per its most recent SEC Form ADV filing (05/20/2026), Shelton Capital Management reports $6.5B in regulatory assets under management across roughly 1.5k client accounts.
How does Shelton Capital Management charge?
Shelton Capital Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Shelton Capital Management a fiduciary?
Yes. Shelton Capital Management is registered with the U.S. Securities and Exchange Commission (CRD #104720), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Shelton Capital Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Shelton Capital Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Shelton Capital Management's public SEC Form ADV filing (CRD #104720, filed 05/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Shelton Capital Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Shelton Capital Management? Claim this profile.