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, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Shelton has been with Shelton Wealth Management since 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in assets and employs both active and passive strategies, including allocations to cryptocurrency-related ETFs and limited use of leveraged or inverse products.
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 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. since 2007. Shelton Wealth Management offers investment and wealth management services, financial planning, and selection of independent managers to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm manages approximately $323 million in regulatory assets and uses a combination of active and passive investment strategies tailored through written investment policy statements.
Brian S
Series 63, Series 65
Fort Worth, TX
Shelton Wealth Management, LLC
Brian Shelton is a financial advisor at Shelton Wealth Management, LLC in Fort Worth, TX, holding Series 63 and Series 65 licenses with 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, where he worked for a combined 10 years before joining his current firm in 2021. Shelton Wealth Management provides investment and wealth management, independent manager selection, and financial planning services to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm employs a combination of active and passive investment strategies guided by tailored written investment policy statements and offers access to institutional trading and custody through programs such as Trade-PMR and Asset Match.
Scott S
Series 63, Series 65
Fort Worth, TX
Shelton Wealth Management, LLC
Scott Shelton is a financial advisor with Shelton Wealth Management, LLC in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has four years of industry experience, including three years at Fidelity Investments prior to joining his current firm. Shelton Wealth Management provides investment and wealth management services, financial planning, and independent manager selection to individuals, high-net-worth clients, trusts, businesses, and institutions. The firm employs a combination of active and passive investment strategies guided by written investment policy statements tailored to each client.
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