Shelton Financial Group, Inc. (Fort Wayne)

Name: Shelton Financial Group, Inc.
Address: 7617 West Jefferson Boulevard, Fort Wayne, IN, 46804
Telephone: 260-436-7006

Shelton Financial Group, Inc. is a large advisory firm based in Fort Wayne. It manages $226.18 million of regulatory assets for 1,187 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Indiana, and Ohio.

Shelton Financial Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shelton Financial Group: assets under management

The assets under management (AUM) of Shelton Financial Group, Inc. is $226.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 305% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $226.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.55 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shelton Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Shelton Financial Group, Inc.

The company employs 13 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Jeffrey Allan Shelton has been acting as President since 1 Dec 1995. Daniel D Easley joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Allan Shelton	President	1 Dec 1995	75% - 100%	2093860
Jeffrey A Shelton	President/chief compliance officer	1 Dec 1995	75% - 100%	2093860
Jason E White	Chief compliance officer	1 Jun 2010	Other	5304946
Daniel D Easley	Chief operating officer	1 Sep 2014	Other	5583286

Based in Fort Wayne

The principal office where Shelton Financial Group, Inc. performs its advisory services is located at 7617 West Jefferson Boulevard, Fort Wayne, IN 46804, which is also the mailing address of the firm. An additional office of the firm is in Bluffton, IN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-436-7006 or by fax 260-436-5452. The normal business hours are 8:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at sheltonfinancial.com.