SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Shelton Capital Management
Denver, CO
CCM Partners, LP, CRD 104720
Firm filing updated August 3, 2026 ·
- $6.5BAssets
- 23Advisory staff
- 1,500Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,151
- High net worth individuals281
- Corporations or other businesses27
- Investment companies20
- Pension and profit sharing plans10
- and 1 more10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,151 | $509.0 million |
| High net worth individuals | 281 | $799.7 million |
| Investment companies | 20 | $4.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $460.8 million |
| Charitable organizations | 10 | $17.8 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $520,116 |
| Corporations or other businesses not listed above | 27 | $34.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Assets and accounts
- Regulatory assets$6.5 billion
- Accounts1,500
- Discretionary$6.2 billion · 1,499 accounts
- Non-discretionary$336.6 million · 1 accounts
People
- Employees48
- Advisory staff23
- Broker-dealer reps21
- Licensed insurance agents0
- Planning clients0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: CCM Partners, LP SEC-registered investment advisor. CRD 104720, SEC file 801-25205.
- Registered with the SEC as an investment advisor (status date on record: September 12, 1985).
Is Shelton Capital Management a fiduciary?
Short answer: Shelton Capital Management is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 21 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.