$89.9M Total AUM
$89.9M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2001
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Shelton Financial Advisors, LLC
Shelton Financial Advisors provides CFP®-led financial planning and investment guidance for individuals and families, with a focus on retirement income planning and long-term goals such as college funding. The firm highlights steady decision-making during inflation and stock market volatility and screens for mutual fit up front. It is listed as a Dave Ramsey SmartVestor Pro and uses custody platforms including Charles Schwab.
Team overview
-- AVG AGE
$89.9M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MATTHEW ALLEN SHELTON
Managing Member, Owner
- CRD
- #2465266
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,882,627 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,882,627 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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