Shelton Wealth Management

Shelton Wealth Management

Keith Shelton and his son Sam formed Shelton Wealth Management in May 2021 after eight years as partners at a large financial services company. The father-son team departed to build a Registered Investment Advisory firm in Fort Worth, Texas, that could offer products and flexibility beyond the wirehouse model. The firm serves high-net-worth individuals, families, trusts, and estates, and reports retaining 95% of its clients through the transition. Shelton Wealth Management constructs portfolios across public equities and fixed income, with access to alternative investments and private planning structures. The firm's service model layers investment management with estate and inheritance planning, retirement planning, education funding, and philanthropic advisory. It structures all client relationships under a fiduciary standard, requiring advice to place client interests first. The practice concentrates on business owners and families aiming for multi-decade asset transfer, without a stated sector or geographic bias. Four people run the platform. Keith Shelton serves as Co-Founder and Senior Managing Director, with 37 years in financial services. Sam Shelton, an Accredited Wealth Management Advisor, co-manages investment decisions and day-to-day operations. Justin Fulmer joined as Chief Compliance Officer and Vice President of Operations, overseeing regulatory requirements and client service. In 2024, Scott Shelton joined as Vice President of Business Development, focusing on clients with substantial investable assets. The firm's website references 70-plus years of combined experience but does not disclose total assets under management or total client count. Shelton Wealth Management's structure is unusual for its deliberate multi-generational lineage — Keith and Sam Shelton built the RIA together, and Scott Shelton represents a third family member joining the platform. This architecture positions the firm to serve families over decades without the succession risk that defines single-advisor shops. No outside capital or institutional minority investor is disclosed.