Be advised. This firm is no longer registered.

Shelton Financial Group, Inc.

Shelton Financial Group, Inc. (CRD# 123318) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $218,951,491 in 1,143 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    1,143
    ACCOUNTS
  • Average Account Value
    $191,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

FL, IN, LA, OH, TX

Financial Advisors at Shelton Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John J. Caffray
CRD#: 6328039
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
90
Wealthminder
score

John Caffray (CRD# 6328039) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.

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