SHELTON FINANCIAL ADVISORS, LLC

SHELTON FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 137248). Regulatory assets under management: $89.9M.

Registration

• CRD: 137248
• Type: Registered investment adviser
• Phone: 415-250-1290
• Latest filing: 2026-03-17
• Regulatory AUM: $89.9M
• Discretionary AUM: $89.9M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137248 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search