Joshua M Fudge
Investment adviser representative at Shelton Capital Management
10 yearsExperience
3 statesRegistered in
$6.5BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Shelton Capital ManagementOct 2019 to now
- RBC Capital Markets, LLCJul 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, CT).
Shelton Capital Management
Legal name: Ccm Partners, LP
$6.5BAssets managed
1,500Clients
15Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266838
- Firm CRD
- 104720