Shelton Capital Management

Shelton Capital Management (CRD# 104720) is a financial advisory firm headquartered in Denver, CO. They manage $1,414,340,519 in 428 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,414
    MILLION
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $3,304,534
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, FL, IL, MA, MD, MI, MN, NY, OH, OK, OR, PA, TX, WA

Financial Advisors at Shelton Capital Management
Showing 1 - 6 of 6 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 34 years of experience in the finance industry.

2
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 32 years of experience in the finance industry.

3
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 17 years of experience in the finance industry.

4
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 14 years of experience in the finance industry.

5
Dennis P. Clark
CRD#: 1410280
1050 17th Street, Suite 1710, Denver, CO 80265
90
Wealthminder
score

Dennis Clark (CRD# 1410280) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 4 years of experience in the finance industry.

6
William P. Mock
CRD#: 4416745
44 Montgomery Street, Suite 2100, San Francisco, CA 94104
87
Wealthminder
score

William Mock (CRD# 4416745) is an Investment Advisor Representative working at Shelton Capital Management in San Francisco, CA and has 1 year of experience in the finance industry.

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