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Shelton Capital Management CRD 104720
$6.52B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
1401 Lawrence Street Suite 1550, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stringer Asset Management, Llc | Memphis | TN | 02/2013 | Present |
| Matrix Distributors, Llc | Kansas City | MO | 03/2017 | Present |
| Rfs Partners | Denver | CO | 01/2026 | Present |
Jonathan Bernstein is an employee of CCM Partners, LP dba Shelton Capital Management, an affiliated registered investment adviser located at 1125 17th St., Suite 2550 Denver, CO 80202.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-15 |
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