Shelton Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shelton Wealth Management is a registered investment adviser that managed approximately $364.5 million in regulatory assets as of December 31, 2025 and serves individuals, high‑net‑worth clients, trusts, businesses, corporations and institutions. The firm provides discretionary portfolio and wealth management, financial planning and consulting, and selects and monitors independent managers on behalf of clients.
The firm builds written investment policy statements based on client cash‑flow needs, risk tolerance and time horizon, and emphasizes risk‑adjusted, tax‑efficient, and cost‑conscious asset allocation. Portfolio construction uses a mix of active and passive strategies across equities, fixed income, ETFs and mutual funds, and may include options strategies, alternative investments, interval funds, and exposures such as leveraged/inverse and cryptocurrency‑linked ETFs when appropriate.
Shelton Wealth Management is notable among similar‑sized advisory teams for accepting investment company clients and for sponsoring a wrap fee program, both of which are uncommon for its peer group. It also maintains custodial and execution arrangements with Trade‑PMR/First Clearing that provide institutional trading and operational services (including occasional deposit‑matching promotions), and it incorporates third‑party managers and specialized, less liquid products into client solutions where suitability permits.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for stand-alone financial planning and consulting services, generally not exceeding $20,000 annually
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.25% $5,000,000+: Negotiable
Up to $400 per hour for stand-alone financial planning and consulting services
Account minimum: $500,000 Fee-only: Annual advisory fees up to 1.5% per annum, negotiated based on complexity and assets under management; Financial planning fees billed hourly up to $400/hour or fixed fees, generally not exceeding $20,000 annually
Main office
100 Throckmorton Street, Suite 300
Fort Worth TX 76102
Advisors at this office
4
Most active in
Texas
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.
Quick links
Advisors at this firm
Samuel S
Series 66
Fort Worth, TX
Shelton Wealth Management, LLC
Samuel Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding a Series 66 designation with 13 years of industry experience. Prior to joining Shelton Wealth Management in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Shelton Wealth Management serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions by providing discretionary portfolio and wealth management, financial planning, and consulting. The firm emphasizes risk-adjusted, tax-efficient, and cost-conscious asset allocation using a mix of active and passive strategies across various asset classes and incorporates specialized investment products where suitable.
John F
Series 63, Series 65
Fort Worth, TX
Shelton Wealth Management, LLC
John Fulmer is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, with 16 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining Shelton Wealth Management in 2021. He holds Series 63 and Series 65 designations. Shelton Wealth Management manages approximately $364.5 million in assets and serves individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm provides discretionary portfolio and wealth management, financial planning, and consulting, using a mix of active and passive strategies tailored to client needs and risk profiles.
Brian S
Series 63, Series 65
Fort Worth, TX
Shelton Wealth Management, LLC
Brian Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Investments LLC prior to joining his current firm in 2021. Shelton Wealth Management manages discretionary portfolios and provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, businesses, corporations, and institutions. The firm emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and incorporates a wide range of investment products, including alternative investments and specialized strategies, tailored to clients’ needs.
Scott S
Series 63, Series 65
Fort Worth, TX
Shelton Wealth Management, LLC
Scott Shelton is a financial advisor at Shelton Wealth Management, LLC with five years of industry experience. He previously worked at Fidelity Investments for three years before joining his current firm. Shelton holds Series 63 and Series 65 credentials. Shelton Wealth Management serves individuals, high‑net‑worth clients, trusts, businesses, corporations, and institutions, managing approximately $364.5 million in assets. The firm offers discretionary portfolio and wealth management, financial planning, and consulting, using a combination of active and passive investment strategies tailored to client risk tolerance, cash-flow needs, and time horizon.
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