A complete list of active advisors currently associated with Shelton Financial Advisors, LLC

Warmer can help you find a great advisor at Shelton Financial Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Shelton Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.