SHELTON FINANCIAL ADVISORS, LLC

Overview

Shelton Financial Advisors, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm operates as a single-owner limited liability company and positions itself around traditional public fund vehicles as the primary investment building blocks. Its investment activity centers on pooled public funds—primarily mutual funds—with selective use of externally managed hedge funds to introduce alternative exposure. Shelton Financial Advisors is not an active ESG investor and does not report broader institutional services such as pension consulting or multi-state advisory operations. The firm’s business model is straightforward: manage client portfolios on a percentage-of-AUM basis, construct diversified allocations using mutual funds as the core, and supplement portfolios with third‑party alternative managers when appropriate. Given the small client roster and concentrated asset base, allocations are likely tailored at the household level rather than delivered through large-scale institutional programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices