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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2021
- Office Locations
- 1
Office Locations
About Shelton Wealth Management, LLC
Shelton Wealth Management, LLC is a Fort Worth, Texas-based RIA providing personalized wealth management for high-net-worth, multi-generational families. The team delivers financial planning, investment management, estate and tax planning, charitable giving, business-succession, and insurance planning with ongoing reviews. Portfolios lean heavily on ETFs alongside public funds and high-quality fixed income, and the firm clears through TRADE-PMR.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN KEITH SHELTON
Financial Advisor, General Partner, PARTNER
- CRD
- #1675310
- Ownership
- 50% but less than 75%
SAMUEL TUCKER SHELTON
Financial Advisor, General Partner, PARTNER
- CRD
- #6096938
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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SCOTT HALL SHELTON
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- CRD
- #7372644
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,441,024 | $979,112 |
| Non-Discretionary | $57,025,151 | $349,848 |
| Total | $364,466,175 | $764,080 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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