S
Shelton Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$89,882,627
Clients
30
63% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$2,996,088
About
Shelton Financial Advisors is an independent, single‑advisor registered investment adviser that provides discretionary portfolio management for individual clients, with a client base concentrated in high‑net‑worth households. The firm manages individually tailored accounts using mutual funds, private investment funds and equity securities, and may include hedge funds when clients meet qualification requirements.
The firm follows a globally diversified approach across U.S., international and emerging‑market equities and fixed‑income funds, with allocations determined by clients’ risk tolerance, age and overall net worth. Portfolio construction incorporates equity valuation metrics such as price‑to‑earnings and book‑to‑market ratios and reviews fixed‑income yields and durations, and the firm generally favors a buy‑and‑hold horizon while adjusting positions during dramatic market movements.
What distinguishes the firm from many solo independent advisers is its relatively concentrated roster and asset base — it manages nearly $90 million in discretionary assets for a small number of clients, producing a higher assets‑per‑client profile than typical peers. The adviser also routinely uses private investment funds (and hedge funds when eligible), maintains client suitability documentation, and forwards proxy materials to clients rather than voting proxies on their behalf.
Client services
Portfolio management
Expertise
Wealth management
Fee options
$0 - $10,000,000: 1.00% annually $10,000,001 - $15,000,000: 0.75% annually $15,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Annual advisory fee charged monthly in arrears based on assets under management as per tiered schedule above; no commissions or other advisory fees received.
Main office location
Shelton Financial Advisors, LLC
Mill Valley CA, United States
Number of offices
1
Most active in
Shelton Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")