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SHELTON CAPITAL MANAGEMENT

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Market position · 2024

Plans served3+1 YoYRank #2849 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3008
Fees received$222,927Median $95,356/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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