Ryan
Groves

Shelton Capital Management

CRD#5744378
Investment Advisor
in Denver, CO

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About this Advisor

Ryan Groves is a financial advisor based in Denver, Colorado who has 1 year of relevant experience. Groves is on the advisory team at Shelton Capital Management. Throughout their career, they have worked at Foreside Funds Distributors LLC, Whv Investments, Inc, Alps Fund Services, Shelton Capital Management and Rfs Partners. Groves holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Colorado. Shelton Capital Management is a registered investment business based out of Denver, CO. It has a total of 34 financial advisors. It administers $3 billion in assets across its 938 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 938 accounts, just 9% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management are based on the type of financial services offered. Fee types charged by Shelton Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

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

Ryan Groves Work History

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

2016 - Present (8 years)

Shelton Capital Management

2016 - Present (8 years)

Rfs Partners

2013 - 2016 (3 years)

Foreside Funds Distributors LLC

2013 - 2016 (3 years)

Whv Investments, Inc

2012 - 2013 (1 year)

Alps Fund Services

*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 Ryan Groves 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
Matthew Gunter
Denver, CO
Ryan Groves
Denver, CO
Joshua Fudge
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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