DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Shelton Capital Management

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kimberly Faust EscueStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Jonathan Ira BernsteinStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 18, 2026
Gary Scott StringerStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Chad Norris KellerStringer Asset Management, LLC mixed wealthShelton Capital Management otherOtherMar 30, 2026Feb 23, 2026
Joshua M FudgeRBC Capital Markets, LLC national BDShelton Capital Management otherOtherOct 9, 2019Aug 12, 2021 (673 d)
Guy Jon BensteadCedar Ridge Partners, LLC asset managerShelton Capital Management mixed wealthOtherFeb 14, 2019Feb 26, 2019
Matthew Aaron AcieFreedom Investment Management, Inc. independent RIAShelton Capital Management mixed wealthRIA to RIAFeb 1, 2019Feb 22, 2019
Nicholas Merle GriebenowCharles Schwab & Co., Inc. national BDShelton Capital Management mixed wealthAffiliated broker-dealer or bank to independent RIAJun 21, 2018Jul 12, 2018
Matthew Riley GunterScout Investments, Inc. otherShelton Capital Management otherOtherNov 24, 2010May 2, 2022 (4177 d)
Michael Dean TaylorTlg Advisors, Inc. otherShelton Capital Management otherOtherMar 5, 2010Oct 8, 2010 (217 d)
Joseph Karney MazzolaThinkorswim Advisors, Inc. unclassifiedShelton Capital Management otherOtherDec 31, 2009Jan 8, 2015 (1834 d)
Thomas George DolbyAmeriprise Financial Services, LLC national BDShelton Capital Management otherOtherFeb 24, 2009Jul 7, 2010 (498 d)
Barringer Harold MartinKelmoore Investment Company, Inc. unclassifiedShelton Capital Management otherOtherApr 4, 2008Jul 9, 2008 (96 d)
Lilian LoA. G. Edwards & Sons, Inc. unclassifiedShelton Capital Management otherOtherJul 14, 2005Aug 5, 2005
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14 moves match.