Shelton Capital Management
Registered investment adviser · Denver, CO · CRD #104720
Form ADV data as of 2026-09-01Regulatory assets
$6.52 billion
Total accounts
1,500
Employees
48
Disclosure events
0
Firm details
- Website: https://www.facebook.com/sheltoncapitalmanagement/about_profile_transparency
- Telephone: 800-955-9988
- SEC file number: 801-25205
- Most recent Form ADV filing: 2026-08-03
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $6.19 billion |
| Non-discretionary regulatory assets under management | $336.6 million |
| Total regulatory assets under management | $6.52 billion |
| Discretionary accounts | 1,499 |
| Non-discretionary accounts | 1 |
| Total accounts | 1,500 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 48 |
| Employees performing investment advisory functions (including research) | 23 |
| Employees who are registered representatives of a broker-dealer | 21 |
| Employees registered as investment adviser representatives with a state | 10 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 3 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,151 | $509.0 million |
| High net worth individuals | 281 | $799.7 million |
| Investment companies | 20 | $4.70 billion |
| Pension and profit sharing plans (not the participants or government plans) | 10 | $460.8 million |
| Charitable organizations | 10 | $17.8 million |
| State or municipal government entities (including government pension plans) | 1 | $520,116 |
| Corporations or other businesses not listed above | 27 | $34.7 million |