SourcingSourcing

SHELTON WEALTH MANAGEMENT, LLC

C49
CRD 312686·SEC 801-120423·FORT WORTH, TX
AUM
$364.5M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SHELTON WEALTH MANAGEMENT, LLC
CRD
312686
SEC file #
801-120423
EIN
861667954
DBA names
—

Economics

AUM
$364.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$263.5M → $364.5M▲ +38%
Client mix
Individuals High Net Worth91
Individuals Other64

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
sheltonwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHELTON, BRIAN, KEITH
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SHELTON, BRIAN, KEITH
SHELTON, SAMUEL, TUCKER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHELTONWEALTH.COM
Rdap Domain Creation Date
2020-12-11T19:36:18Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001903883
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-26
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001725547-26-000164

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
100 THROCKMORTON STREETSUITE 300FORT WORTH, TX 76102
Business
100 THROCKMORTON STREETSUITE 300FORT WORTH, TX 76102
Edgar EIN
861667954
Edgar Recent Filings
13F-HR2026-04-28 · 0001725547-26-000164
13F-HR2026-01-26 · 0001725547-26-000054
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-11T19:36:18Z
Rdap Domain Last Changed
2024-12-12T14:00:54Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1675310
Trust Company Affiliate
No

People (4)

4
SHELTON, BRIAN, KEITH
IAR · Direct Owner · 62.5%
1675310
SHELTON, SAMUEL, TUCKER
IAR · Direct Owner · 37.5%
6096938
FULMER, JOHN, JUSTIN
IAR · Executive Officer · 2.5%
5775447
SCOTT HALL SHELTON
IAR
7372644