SHELTON FINANCIAL GROUP, INC.
SEC file number 801-70142
· FORT WAYNE, IN
https://sheltoncap.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$226.2M
Discretionary AUM
$226.2M
Employees
13
Clients
—
Firm
- Address
- 7617 WEST JEFFERSON BOULEVARD
FORT WAYNE, IN 46804 - Phone
- —
- Website
- https://sheltoncap.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Lizton Financial Corp Medium name-match confidence · CIK 2144080 · IN
- Silverton Financial LLC Medium name-match confidence · CIK 2090118 · AZ
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- Stash Financial, Inc. Medium name-match confidence · CIK 1647051 · NY
- Swell Financial, Inc. Medium name-match confidence · CIK 1914565 · CO
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Setara Financial Corp. Medium name-match confidence · CIK 2140575 · IL
- SGP - BB Financial, LLC Medium name-match confidence · CIK 2123512 · NC
- Sonata Financial Holdings, Inc. Medium name-match confidence · CIK 784974 · TN
- SPLASH FINANCIAL, INC. Medium name-match confidence · CIK 1621052 · OH
- Studio Financial Holdings, Inc. Medium name-match confidence · CIK 1944891 · TN
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Lizton Financial Corp · D · Jul 9, 2026$25M
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Setara Financial Corp. · D · Jun 15, 2026$1M
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Silverton Financial LLC · D/A · Jun 15, 2026
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SGP - BB Financial, LLC · D · Mar 31, 2026$600K
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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Silverton Financial LLC · D · Feb 2, 2026
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W FINANCIAL FUND, LP · D · Jan 23, 2026
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Silverton Financial LLC · D · Dec 19, 2025
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Silverton Financial LLC · D · Oct 10, 2025
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Studio Financial Holdings, Inc. · D · Sep 24, 2025$40M
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SPLASH FINANCIAL, INC. · D · Sep 17, 2025$80M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Stash Financial, Inc. · D · May 16, 2025$187.3M
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Sonata Financial Holdings, Inc. · D · May 15, 2025$10M
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Sonata Financial Holdings, Inc. · D · May 15, 2025$8M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D · Jan 29, 2025