# Shelton Financial Advisors

Shelton Financial Advisors is a RIA based in Fort Worth, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** sheltonfinancial.com

## Regulatory record

- **CRD number:** 137248
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137248

## About

SHELTON FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $90 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Equity
- Hedge Funds

## People

- John Shelton — Founder

## Questions

### What is Shelton Financial Advisors' primary investment focus?

The firm concentrates on real estate, private equity, and hedge fund allocations. Real estate exposure includes direct ownership of commercial properties, predominantly in Texas. Private equity commitments target lower-middle-market buyout and growth equity funds, while hedge fund investments have historically included equity long/short and event-driven strategies.

### Does Shelton Financial Advisors invest directly or through funds?

Both. The real estate portfolio includes directly owned commercial properties. In private equity and hedge funds, Shelton Financial Advisors acts as a limited partner in third-party funds. The firm has not been documented as a co-investor or direct participant in private equity deals alongside its GPs.

### What geographic markets does Shelton Financial Advisors target?

Texas is the core market, particularly for direct real estate holdings. The firm also allocates to Sun Belt commercial properties and invests through fund managers with broader national mandates. No international investment activity has been documented in publicly available records.

### Who are Shelton Financial Advisors' key service providers?

Northern Trust provides custody and administrative services to the firm, a relationship visible through standard industry registration records. Additional service-provider relationships — such as legal counsel or audit firms — have not been identified through publicly available sources.

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- [Structured Investment Advisors](https://altss.com/profile/structured-investment-advisors-llc)
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Last updated: 2026-07-06T01:24:25.438Z

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