Shelton Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shelton Financial Advisors is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management for individual clients, with a client base concentrated in high‑net‑worth households. The firm manages individually tailored accounts using mutual funds, private investment funds and equity securities, and may include hedge funds when clients meet qualification requirements.
The firm follows a globally diversified approach across U.S., international and emerging‑market equities and fixed‑income funds, with allocations determined by clients’ risk tolerance, age and overall net worth. Portfolio construction incorporates equity valuation metrics such as price‑to‑earnings and book‑to‑market ratios and reviews fixed‑income yields and durations, and the firm generally favors a buy‑and‑hold horizon while adjusting positions during dramatic market movements.
What distinguishes the firm from many solo independent advisers is its relatively concentrated roster and asset base — it manages nearly $90 million in discretionary assets for a small number of clients, producing a higher assets‑per‑client profile than typical peers. The adviser also routinely uses private investment funds (and hedge funds when eligible), maintains client suitability documentation, and forwards proxy materials to clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% annually $10,000,001 - $15,000,000: 0.75% annually $15,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Annual advisory fee charged monthly in arrears based on assets under management as per tiered schedule above; no commissions or other advisory fees received.
Main office
Mill Valley CA
Advisors at this office
1
Most active in
California
Also doing business as
Shelton Financial Advisors, LLC · Shelton Financical Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
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