SHELTON FINANCIAL GROUP, INC.
CRD #123318 SEC #801-70142 FORT WAYNE, IN 260-436-7006
SEC Registered Disclosures
Total AUM
$226.2M
Discretionary
$226.2M
Employees
13
Clients
11
Accounts
1,187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2017 | $226.2M | $226.2M | $0 | 13 | 0 |
| Jun 2017 | $226.2M | $226.2M | $0 | 13 | 500 |
| Feb 2017 | $226.2M | $226.2M | $0 | 13 | 500 |
| Jan 2017 | $219M | $219M | $0 | 12 | 500 |
| Nov 2016 | $219M | $219M | $0 | 15 | 500 |
| Jul 2016 | $219M | $219M | $0 | 15 | 500 |
| Apr 2016 | $219M | $219M | $0 | 15 | 500 |
| Apr 2016 | $219M | $219M | $0 | 15 | 500 |
| Mar 2016 | $219M | $219M | $0 | 15 | 500 |
| Jan 2016 | $293.8M | $293.8M | $0 | 15 | 800 |
| Jan 2016 | $293.8M | $293.8M | $0 | 15 | 800 |
| Nov 2015 | $293.8M | $293.8M | $0 | 15 | 800 |
| Oct 2015 | $293.8M | $293.8M | $0 | 15 | 800 |
| Jun 2015 | $293.8M | $293.8M | $0 | 15 | 800 |
| Mar 2015 | $293.8M | $293.8M | $0 | 15 | 800 |
| Feb 2015 | $259.2M | $259.2M | $0 | 15 | 800 |
| Nov 2014 | $259.2M | $259.2M | $0 | 15 | 800 |
| Aug 2014 | $259.2M | $259.2M | $0 | 15 | 800 |
| Apr 2014 | $259.2M | $259.2M | $0 | 15 | 800 |
| Mar 2014 | $259.2M | $259.2M | $0 | 15 | 800 |
| Dec 2013 | $252.3M | $252.3M | $0 | 14 | 700 |
| Dec 2013 | $205.5M | $205.5M | $0 | 14 | 700 |
| Nov 2013 | $205.5M | $205.5M | $0 | 14 | 700 |
| Oct 2013 | $205.5M | $205.5M | $0 | 14 | 700 |
| Oct 2013 | $205.5M | $205.5M | $0 | 14 | 700 |
| Mar 2013 | $205.5M | $205.5M | $0 | 14 | 700 |
| Mar 2012 | $171.5M | $171.5M | $0 | 11 | 700 |
| Jan 2012 | $163.9M | $163.9M | $0 | 11 | 500 |
| Mar 2011 | $167.8M | $167.8M | $0 | -- | -- |
| Sep 2010 | $100.5M | $100.5M | $0 | 10 | -- |
| Jun 2010 | $100.5M | $100.5M | $0 | 10 | -- |
| Apr 2010 | $100.5M | $100.5M | $0 | 10 | -- |
| Apr 2009 | $55.8M | $55.8M | $0 | -- | -- |
DateNov 2017
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees13
Clients0
DateJun 2017
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees13
Clients500
DateFeb 2017
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees13
Clients500
DateJan 2017
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees12
Clients500
DateNov 2016
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees15
Clients500
DateJul 2016
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees15
Clients500
DateApr 2016
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees15
Clients500
DateApr 2016
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees15
Clients500
DateMar 2016
Total AUM$219M
Discretionary$219M
Non-Disc.$0
Employees15
Clients500
DateJan 2016
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateJan 2016
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateNov 2015
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateOct 2015
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateJun 2015
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateMar 2015
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees15
Clients800
DateFeb 2015
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees15
Clients800
DateNov 2014
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees15
Clients800
DateAug 2014
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees15
Clients800
DateApr 2014
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees15
Clients800
DateMar 2014
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees15
Clients800
DateDec 2013
Total AUM$252.3M
Discretionary$252.3M
Non-Disc.$0
Employees14
Clients700
DateDec 2013
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees14
Clients700
DateNov 2013
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees14
Clients700
DateOct 2013
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees14
Clients700
DateOct 2013
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees14
Clients700
DateMar 2013
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees14
Clients700
DateMar 2012
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees11
Clients700
DateJan 2012
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees11
Clients500
DateMar 2011
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$55.8M
Discretionary$55.8M
Non-Disc.$0
Employees--
Clients--