Shelton Capital Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 31, 2026, reports $6.5B in regulatory assets under management, 48 employees, 3 offices, and 1,500 accounts.
Assets Under Management
$6.5B
Employees
48
Offices
3 offices
Total Clients
1,500
Primary office
DENVER, CO
1125 17TH STREET, SUITE 2550, DENVER, CO, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
1,151
2
HNWI
18.7%
281
3
Corporations
1.8%
27
4
Investment Cos.
1.3%
20
5
Pension Plans
0.7%
10
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.5Bas of March 31, 2026
Discretionary94.8%
$6.2B
95% of total RAUM94.8%
Non-discretionary5.2%
$337M
5% of total RAUM5.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.5B
Total Accounts1,500
10Y AUM Change+$4.7B (+252.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees48
Clients per Employee31:1
10Y Employee Change+21 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.