Shelton Capital Management
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 104720
- Registered since
- September 12, 1985
- Website
- sheltoncap.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies72.06%
- HNWI12.26%
- Individuals7.8%
- Pension & Profit Sharing Plans7.06%
- Corporations / Businesses0.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Shelton Capital Management is a limited partnership that has been SEC-registered since 1985 and serves both high-net-worth individuals/families and institutional clients. The firm operates as an adviser and as a commodity pool operator/commodity trading adviser (CPO/CTA), offering portfolio management for individuals, small businesses and for investment companies. Its pricing combines a percentage-of-assets model with fixed fees. Shelton reports itself as an active ESG investor and maintains an affiliation with a broker-dealer. The firm is organized under domestic ownership with individual stakeholders and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds3%
- Derivatives3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
2 of 2
Gregory Pusch
General Counsel and Chief Compliance OfficerCRD 6043925
Stephen Rogers
CEOCRD 2329685
Contacts
3 of 17
Laura Bevill
Director, AdvisorCRD 6257995
Brooks Walker
Limited PartnerCRD 4343368
Jason Shidler
DirectorCRD 3045843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$119M in ETFs
48%
$56.3M
9%
$62.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SHELTON EQUITY PREMIUM INCOME ETF (SEPI) | $47.6M | 1,899,025 | 40.13% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1401 Lawrence St
- Time zone
- MT (UTC-7)
- Office locations
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