Shelton Capital Management

Shelton Capital Management (CRD# 104720) is a financial advisory firm headquartered in Denver, CO. They manage $1,848,705,563 in 923 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,849
    MILLION
  • Total Number of Accounts
    923
    ACCOUNTS
  • Average Account Value
    $2,002,931
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, MD, MI, MN, NY, OH, OK, OR, PA, TX, WA

Financial Advisors at Shelton Capital Management
Showing 1 - 8 of 8 top financial advisors.
1
Teresa E. Axelson
CRD#: 811502
1050 17th Street, Suite 1710, Denver, CO 80265
93
Wealthminder
score

Teresa Axelson (CRD# 811502) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 35 years of experience in the finance industry.

2
Dennis P. Clark
CRD#: 1410280
1050 17th Street, Suite 1710, Denver, CO 80265
93
Wealthminder
score

Dennis Clark (CRD# 1410280) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 6 years of experience in the finance industry.

3
Jeffrey D. Kayajanian
CRD#: 1200134
Cardiff By The Sea, CA
93
Wealthminder
score

Jeffrey Kayajanian (CRD# 1200134) is an Investment Advisor Representative working at Shelton Capital Management in Cardiff By The Sea, CA and has over 34 years of experience in the finance industry.

4
Barringer H. Martin
CRD#: 4038450
1050 17th Street, Suite 1710, Denver, CO 80265
93
Wealthminder
score

Barringer Martin (CRD# 4038450) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 18 years of experience in the finance industry.

5
Joseph K. Mazzola
CRD#: 4427269
1050 17th Street, Suite 1710, Denver, CO 80265
93
Wealthminder
score

Joseph Mazzola (CRD# 4427269) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 16 years of experience in the finance industry.

6
Chad A. Wickliffe
CRD#: 3083671
777 West Putnam Avenue, Greenwich, CT 06830
93
Wealthminder
score

Chad Wickliffe (CRD# 3083671) is an Investment Advisor Representative working at Shelton Capital Management in Greenwich, CT and has over 19 years of experience in the finance industry.

7
William P. Mock
CRD#: 4416745
455 Market Street, San Francisco, CA 94105
89
Wealthminder
score

William Mock (CRD# 4416745) is an Investment Advisor Representative working at Shelton Capital Management in San Francisco, CA and has over 2 years of experience in the finance industry.

8
Sharon K. Hanany
CRD#: 5855290
1050 17th Street, Suite 1710, Denver, CO 80265
81
Wealthminder
score

Sharon Hanany (CRD# 5855290) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 7 years of experience in the finance industry.

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