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Shelton Capital Management

Updated today

Client AUM

$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

Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting

Occupation focus

Retired

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Fee options

Percentage

$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)

Other

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 office

1401 Lawrence Street, Suite 1501

Denver CO 80202

Advisors at this office

9

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

Advisors at this firm

user avatar

Gary S

CFA®, Series 63, Series 66

Annapolis, MD

Shelton Capital Management

Gary Stringer is a CFA® charterholder with 27 years of industry experience. He is currently affiliated with Shelton Capital Management and serves as President and Chief Investment Officer of Stringer Asset Management, a registered investment adviser. His career includes roles at RFS Partners and Matrix 360 Distributors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, and quantitative analysis, with some strategies utilizing options and derivatives, as well as ESG screening and data-science tools in stock selection.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Laura B

Series 63, Series 66

San Clemente, CA

Shelton Capital Management

Laura Bevill is a financial advisor at Shelton Capital Management with Series 63 and Series 66 credentials and six years of industry experience. She previously worked at SVB Capital and Advent Capital Management and has held multiple roles with Apollo-affiliated entities since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through various mandate structures. The firm employs an active, discipline-specific approach integrating fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools in its investment processes.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Chad K

CFP®, Series 66, Series 63

Memphis, TN

Shelton Capital Management

Chad Keller is a financial advisor at Shelton Capital Management with 21 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Keller also serves as Chief Compliance Officer for Stringer Asset Management, where he oversees operations, compliance, and portfolio management. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors, utilizing an active approach that incorporates fundamental, technical, and quantitative analysis along with ESG screening and advanced data-science techniques.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Nicholas G

Series 63, Series 66

Denver, CO

Shelton Capital Management

Nicholas Griebenow is a financial advisor at Shelton Capital Management in Denver, CO, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Shelton Capital Management since 2018. Outside of his advisory work, he assists in managing a family condominium in Steamboat through Airbnb. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific approach that integrates fundamental, technical, and quantitative analysis, utilizing options, derivatives, and ESG screening in its portfolios.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Ryan G

Series 63, Series 66

Denver, CO

Shelton Capital Management

Ryan Groves is a financial advisor at Shelton Capital Management in Denver, CO, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Shelton Capital Management and RFS Partners since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various delivery methods including separately managed accounts and sub‑advisory mandates. The firm employs an active, discipline‑specific approach that integrates fundamental, technical, and quantitative analysis, utilizes options and derivatives strategies, applies ESG screening, and incorporates data-science and machine learning tools in its investment processes.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Paul L

Series 66, Series 63

Denver, CO

Shelton Capital Management

Paul Laffrenzen is a financial advisor at Shelton Capital Management with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Foreside Financial Services, Segall Bryant & Hamill, ALPS Distributors, and Denver Investment Advisors. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various types of accounts and advisory mandates. The firm employs a disciplined approach combining fundamental, technical, and quantitative analysis, and integrates options strategies, ESG screening, and data-science tools in its investment process.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Matthew G

Series 65, Series 66, Series 63

Denver, CO

Shelton Capital Management

Matthew Gunter is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 65, Series 66, and Series 63 credentials and has 22 years of industry experience. His prior roles include positions at RFS Partners, MRG Advisory, Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investments. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account types and advisory mandates. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, incorporating options and derivatives strategies, ESG screening, and data-science techniques.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Jason S

Series 66

Denver, CO

Shelton Capital Management

Jason Shidler is a financial advisor at Shelton Capital Management with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Robeco Miami B.V. and Schroders Investment Management. Outside of his advisory role, he is involved in property management through ownership of several rental properties. Shelton Capital Management provides investment management services to mutual funds, institutional clients, retirement plans, government entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and integrates ESG screening and data-science tools into its investment strategies.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Joshua F

Series 63, Series 65

Denver, CO

Shelton Capital Management

Joshua Fudge is a financial advisor at Shelton Capital Management with 19 years of industry experience. He has worked at Shelton Capital Management since 2019 and previously spent three years at RBC Capital Markets, LLC. Outside of his advisory role, he serves as treasurer for a local elementary school PTA, where he oversees general financial matters. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, with strategies that include options and derivatives, ESG screening, and the use of data science and machine learning in their stock selection.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Kimberly E

CFA®, Series 63

Memphis, TN

Shelton Capital Management

Kimberly Escue is a CFA® charterholder with 31 years of industry experience. She is currently affiliated with Shelton Capital Management and has previously worked with Matrix 360 Distributors LLC and Stringer Asset Management, where she holds a senior portfolio manager role. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and other derivatives, and incorporates ESG screening and data-science tools in its portfolio strategies.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Nicholas M

Series 66, Series 63

Denver, CO

Shelton Capital Management

Nicholas Mantel is a financial advisor at Shelton Capital Management with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously been involved in e-commerce through his role as a partner at no trash LLC, where he participated in order fulfillment and content creation. Shelton Capital Management provides investment management services to a range of clients including mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs a multi-disciplinary approach utilizing fundamental, technical, and quantitative analysis, and incorporates ESG screening and advanced data-science techniques in its investment strategies.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Jonathan B

Series 63, Series 65, Series 66

Katy, TX

Shelton Capital Management

Jonathan Bernstein is a financial advisor at Shelton Capital Management with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Bernstein also serves as Vice President and Director of Sales and Marketing at Stringer Asset Management, a registered investment adviser. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors using a multi-disciplinary approach that includes fundamental, technical, and quantitative analysis, along with ESG screening and data-science tools. The firm manages investment companies, sponsors wrap programs, and actively participates in commodity and derivatives markets.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Dennis C

Series 63, Series 65

Denver, CO

Shelton Capital Management

Dennis Clark is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with RFS Partners and CCM Partners for 15 years. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individual investors, employing an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis as well as options strategies and ESG screening.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Jeff M

Series 63, Series 66

Greenwich, CT

Shelton Capital Management

Jeff Medina is a financial advisor at Shelton Capital Management with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Terra Capital Markets, LLC from 2014 to 2017. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofit organizations, and individuals. The firm employs an active, discipline-specific investment approach that incorporates fundamental, technical, and quantitative analysis, including options and derivatives strategies, ESG screening, and data-science techniques.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
user avatar

Barringer M

Series 63, Series 66

Denver, CO

Shelton Capital Management

Barringer Martin is a financial advisor with Shelton Capital Management in Denver, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with CCM Partners and RFS Partners since 2008. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individual investors through various account types and advisory mandates. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and derivatives, ESG screening, and data-science techniques.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
View complete list of advisors at this firm
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