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SHELTON CAPITAL MANAGEMENT

DENVER, CO · CRD 104720 · IAPD ↗ · 800-955-9988

$6.52BRegulatory AUM
23Advisory reps
48Employees
1Clients
0Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
June 2026 — SHELTON CAPITAL MANAGEMENT notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SHELTON CAPITAL MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2026 — SHELTON CAPITAL MANAGEMENT grew from 17 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2026 — SHELTON CAPITAL MANAGEMENT notice-filed in AZ, LA, MD, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — SHELTON CAPITAL MANAGEMENT notice-filed in ID, NE, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — SHELTON CAPITAL MANAGEMENT reported RAUM up 38% ($3.47B -> $4.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — SHELTON CAPITAL MANAGEMENT grew from 12 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.