{ "crd_number": 104720, "slug": "shelton-capital-management-denver-co-104720", "primary_business_name": "SHELTON CAPITAL MANAGEMENT", "legal_name": "CCM PARTNERS, LP", "dbas": [], "city": "Denver", "state": "CO", "country": "United States", "cbsa_code": "19740", "metro": { "cbsa_code": "19740", "common_name": "Denver", "msa_name": "Denver-Aurora-Centennial, CO", "path": "/advisors/co/denver" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1985-09-12", "years_registered": 41, "period": "2026-10-01", "filing_date": "2026-08-03", "carried_forward": false, "raum_total": 6522231948.0, "raum_discretionary": 6185630668.0, "raum_non_discretionary": 336601280.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 48, "advisory_employees": 23, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 17813846.0, "count": 10 }, "individuals": { "raum": 508966388.0, "count": 1151 }, "state_municipal": { "raum": 520116.0, "count": 1, "fewer_than_5": true }, "investment_companies": { "raum": 4699853983.0, "count": 20 }, "pension_profit_sharing": { "raum": 460760533.0, "count": 10 }, "high_net_worth_individuals": { "raum": 799653133.0, "count": 281 }, "corporations_other_businesses": { "raum": 34663949.0, "count": 27 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": true, "disclosure_yes_count": 0, "states_registered": [ "AZ", "CA", "CO", "CT", "FL", "GA", "ID", "IL", "LA", "MD", "NJ", "NY", "OH", "PA", "TN", "TX", "UT", "VA", "WA", "WI" ], "websites": [ "https://business.facebook.com/latest/settings/instagram_account?business_id=414440354400657&se=&selected_asset_id=419052397952270", "https://facebook.com/NASDX100", "https://facebook.com/SheltonCapitalManagement/about_profile_transparency", "https://instagram.com/sheltoncapital", "https://linkedin.com/COMPANY/2423155", "https://open.spotify.com/show/1aN4dBNJvos16Z7BQc8i5K", "https://podcasts.apple.com/us/podcast/stringer-asset-management-real-investment-insights/id1707899064", "https://reddit.com/user/SheltonCapital", "https://shelton401k.com", "https://sheltoncap.com", "https://sheltoncap.wistia.com", "https://sheltonfunds.com", "https://youtube.com/account_advanced" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104720", "city_as_filed": "DENVER", "url": "https://advisorcensus.com/firm/shelton-capital-management-denver-co-104720", "display_name": "Shelton Capital Management", "summary": "Shelton Capital Management is an SEC-registered investment advisory firm in Denver, CO, registered since 1985, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.", "citation": "AdvisorCensus. Shelton Capital Management (CRD 104720): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for investment companies (and business development companies)" ], "quick_answers": [ { "q": "How is Shelton Capital Management compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Shelton Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Shelton Capital Management located?", "a": "Shelton Capital Management's principal office is in Denver, CO, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Shelton Capital Management registered with the SEC or a state?", "a": "Shelton Capital Management is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 104720." }, { "q": "How much does Shelton Capital Management manage?", "a": "Shelton Capital Management reports $6,522,231,948 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (95% discretionary)." }, { "q": "How have Shelton Capital Management's assets and staff changed since 2021?", "a": "In the Form ADV data for Shelton Capital Management: Regulatory assets under management: $3,552,910,947 in the October 2021 data and $6,522,231,948 in the October 2026 data, up 84%. Total employees: 33 in October 2021 and 48 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Shelton Capital Management serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,151); high net worth individuals (281); corporations or other businesses not listed above (27)." }, { "q": "Which custodians does Shelton Capital Management use?", "a": "Shelton Capital Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Shelton Capital Management report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104720" }, { "q": "What changed in Shelton Capital Management's recent Form ADV filings?", "a": "In the June 2026 filing data: Registered or notice-filed in OH." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 3552910947.0, "total_employees": 33, "filing_date": "2021-05-10" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3549821997.0, "total_employees": 29, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 3473342216.0, "total_employees": 38, "filing_date": "2023-08-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4784745104.0, "total_employees": 45, "filing_date": "2024-09-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5158388062.0, "total_employees": 42, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6522231948.0, "total_employees": 48, "filing_date": "2026-08-03" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Registered or notice-filed in OH." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 17 to 23.", "Regulatory assets under management went from $5,514,423,780 to $6,522,231,948 (+18%).", "Added an office in Memphis, TN." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Registered or notice-filed in AZ, LA, MD, NJ, PA." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in AL, AZ, LA, MA, MD, MI, MN, MO, NC, NE, NJ, OH, OK, OR, PA, VT." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false }, { "name": "Raymond James & Associates, Inc.", "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/shelton-capital-management-denver-co-104720.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 1151, "fewer_than_5": false, "raum": 508966388.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 281, "fewer_than_5": false, "raum": 799653133.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 20, "fewer_than_5": false, "raum": 4699853983.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 10, "fewer_than_5": false, "raum": 460760533.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 10, "fewer_than_5": false, "raum": 17813846.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 1, "fewer_than_5": true, "raum": 520116.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 27, "fewer_than_5": false, "raum": 34663949.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104720", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }