# Shelton Wealth Management

Shelton Wealth Management is a Multi Family Office based in Fort Worth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Fort Worth, United States
- **Region:** North America
- **Address:** Fort Worth, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** sheltonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/shelton-wealth

## Regulatory record

- **CRD number:** 312686
- **SEC file number:** 801-120423
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312686

## About

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.

## Sectors

- Wealth Management

## People

- Keith Shelton — Co-Founder and Senior Managing Director
- Sam Shelton — Co-Founder and Managing Director
- Justin Fulmer — Chief Compliance Officer and Vice President of Operations
- Scott Shelton — Vice President of Business Development

## Questions

### Who runs investment decisions at Shelton Wealth Management?

Co-Founders Keith Shelton and Sam Shelton collaborate on investment decisions. Keith serves as Senior Managing Director and draws on 37 years in financial services, while Sam, an Accredited Wealth Management Advisor, co-manages strategy and day-to-day operations. No external investment committee is disclosed.

### How does Shelton Wealth Management differ from a wirehouse advisory team?

The firm is a Registered Investment Advisory firm, which legally requires it to operate under a fiduciary standard — putting client interests ahead of the firm's. Keith Shelton spent 27 years as a senior advisor at a large financial services company before forming the RIA in 2021 to offer more products, services, and flexibility. The RIA structure also allows the firm to retain ownership of the client relationship across generations.

### What is Shelton Wealth Management's succession plan?

The firm is built around a father-son partnership, with Sam Shelton serving as Co-Founder and Managing Director alongside his father Keith. A third family member, Scott Shelton, joined as Vice President of Business Development in 2024. This structure embeds a multigenerational transition without requiring an external sale or integration.

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Last updated: 2026-07-06T01:24:25.438Z

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