Wealth Manager
    SEC Registered

    Shelton Capital Management

    Registered investment advisor · Denver, Colorado · CRD #104720

    Assets Under Management
    $6.5B
    Client Accounts
    1,500
    Employees
    48
    CRD Number
    104720
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Charles Schwab & Co., Inc., Ubs Financial Services Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Shelton Capital Management

    Shelton Capital Management is a SEC-registered investment advisory firm headquartered in Denver, Colorado, managing approximately $6.5B in regulatory assets across 1,500 client accounts. The firm's full regulatory record is filed with the SEC under CRD #104720.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Shelton Capital Management's AUM?

    Shelton Capital Management reports approximately $6.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Shelton Capital Management headquartered?

    Shelton Capital Management is headquartered in Denver, Colorado.

    What is Shelton Capital Management's CRD number?

    Shelton Capital Management's CRD number is 104720. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Shelton Capital Management manage?

    Shelton Capital Management manages approximately 1,500 client accounts according to its latest SEC filing.

    Is Shelton Capital Management SEC registered?

    Yes, Shelton Capital Management is registered with the SEC as an investment adviser with an approved registration status.

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