Shelton Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,308,619,521
Clients
1,432
Advisors
15
across 7 offices
About
Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans and their sponsors, state and municipal governmental entities, nonprofit organizations and individual investors through separately managed accounts, sub‑advisory mandates, model/UMA delivery and wrap fee programs. The firm also serves as adviser to series of registered investment companies (the Shelton Funds Trust and SCM Trust) and offers ERISA 3(38) services for plan sponsors.
The firm describes an active, discipline‑specific approach that combines fundamental, technical and quantitative analysis; certain strategies explicitly use options (covered calls, cash‑secured puts, protective puts), other derivatives, and may employ borrowing or margin in SMA implementations to pursue income or tactical credit objectives. Shelton also describes ESG screening in its fixed‑income and equity offerings and applies data‑science and machine learning tools in its international and small‑cap stock selection, while working with sponsors and custodians to implement discretionary or model‑based allocations subject to client restrictions.
Several features in the brochure are less common among peers: Shelton manages investment companies, sponsors wrap programs, and discloses an affiliation with a broker‑dealer that serves as distributor and maintains a limited registration. The firm’s materials also reference predecessor and hypothetical performance and third‑party ratings, and document active involvement in commodity and derivatives markets (including the attendant commodity/derivatives risk disclosures), as well as direct relationships with state and municipal clients.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $250,000: 75 bps (Advisor channel, Covered ETF Strategies) $250,001+: 60 bps (Advisor channel, Covered ETF Strategies) $500,000+: 40 bps down to 10 bps across tiers for Aggregate Bond (Advisor channel) $500,000+: 40 bps down to 10 bps across tiers for Intermediate Aggregate Bond (Advisor channel) $500,000+: 40 bps down to 10 bps across tiers for Low Volatility Bond (Advisor channel) $100,000+: 75 bps (Advisor channel, International Select Equity) $500,000 - $50,000,000: 110 bps (Advisor channel, International Small Cap Equity) - negotiable above $50M $100,000 - $50,000,000: 80 bps (Advisor channel, Small Cap Equity) - negotiable above $50M $0+: Fee varies up to 1% for some Active Allocation Strategies (Advisor channel) $500,000+: 50 bps (Advisor channel, Corporate Bond Strategy) $250,000+: 50 bps (Advisor channel, ESG Corporate Bond Strategy) $250,000+: 50 bps (Advisor channel, ESG Municipal Bond Strategy) $250,000+: 50 bps (Advisor channel, ESG Taxable Municipal Bond Strategy) $10,000,000+: 75 bps (Advisor channel, Tactical Credit Strategy)
Account minimum: varies by strategy, e.g., $100,000 to $10,000,000 depending on SMA and distribution channel; some strategies have no minimum Minimum fee: Minimum annual fees vary by strategy and distribution channel, e.g., $750 to $75,000 per account depending on strategy Fee-only: Annual management fees based on percentage of AUM or minimum annual fees per account; fees negotiable and vary by strategy and channel.
Main office
See office1401 Lawrence Street, Suite 1501
Denver CO 80202
Advisors at this office
9
Offices (7)
Denver, CO Lawrence Street
1401 Lawrence Street Suite 1501, Denver, CO 80202
9 advisors
Annapolis, MD
Annapolis, MD
1 advisor
Greenwich, CT
Greenwich, CT
1 advisor
Katy, TX
Katy, TX
1 advisor
Memphis, TN 5050 Popular Ave
5050 Popular Ave, Memphis, TN 38157
1 advisor
Memphis, TN 5100 Popular Ave
5100 Popular Ave Suite 1502, Memphis, TN 38157
1 advisor
San Clemente, CA
San Clemente, CA
1 advisor
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Louisiana · Maryland · New Jersey · New York · Ohio · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
California Investment Trust · California Investment Trust Advisory Group · Ccm Partners · Ccm Partners, Lp · Citag · Shelton Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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