Matthew
Gunter

Shelton Capital Management

CRD#3010521
Investment Advisor
in Denver, CO

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About this Advisor

Matthew Gunter is a financial advisor operating out of Denver, Colorado with 1 year of relevant experience. Gunter works at Shelton Capital Management. During their career, Gunter has held roles at Denver Investments, Rfs Partners, Alps Distributors, Inc, Segall Bryant & Hamill and Mrg Advisory. Gunter holds Series 65, Series 66 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado. Shelton Capital Management is a business that has its headquarters in Denver, CO. It has a total of 34 people on staff. It handles $3 billion in total assets between its 938 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 10 charitable organizations. Of its 938 accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Financial advisory fees are based on which service is offered. Fee types billed by Shelton Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 66, Series 63

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1875 Lawrence Street Suite 300
Denver, CO 80202-1805

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Shelton Capital Management Brokerage Details

Total Assets Under Management

$3,258,942,910

CO Average: $2,349,664,866
Total Number of Employees

34

CO Average: 28
Total Number of Accounts

938

CO Average: 1,101
Average Account Size

$3,474,353

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Matthew Gunter Work History

Matthew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Rfs Partners

2019 - 2021 (2 years)

Mrg Advisory

2018 - 2019 (1 year)

Segall Bryant & Hamill

2012 - 2018 (6 years)

Denver Investments

2012 - 2019 (7 years)

Alps Distributors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Gunter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shelton Capital Management

Nicholas Griebenow
Denver, CO
Ryan Groves
Denver, CO
Joshua Fudge
Denver, CO
Matthew Gunter
Denver, CO
Dennis Clark
Denver, CO
Jeff Medina
Greenwich, CT
William Mock
San Francisco, CA
Barringer Martin
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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