What is Shelton Financial Group's NAICS code?

Shelton Financial Group's NAICS code is 52 (Finance and Insurance).

Insights

Recent Acquisition Bluespring Wealth Partners acquired Shelton Financial Group for $500M, signaling consolidation and potential needs for integration services, client data migration, and technology alignment across platforms.

Asset Growth Firm reports client assets around $500M and overall revenue in the $25–50M range, indicating opportunities for scalable tech, custodial solutions, and advisory platform enhancements to support continued asset growth.

Affiliated Structure Operations rely on Kestra Investment Services and Kestra Advisory Services, offering a pathway for bundled compliance, back-office, and fintech integration services that support advisory and custody workflows.

Technology Footprint Uses common enterprise tools and web technologies (Cloudflare, Google Analytics, Apache, jQuery UI) suggesting potential for modernization projects, data analytics enhancements, and cybersecurity upgrades.

Market Positioning Strategic partnerships such as Sterling collaboration and university-aligned entrepreneurial programs indicate opportunities in wealth tech partnerships, fintech integrations, and marketing outreach to affluent client segments.

Similar companies to Shelton Financial Group

Shelton Financial Group Tech Stack

Shelton Financial Group uses 8 technology products and services including Cloudflare CDN, Cloudflare, JSON-LD, and more. Explore Shelton Financial Group's tech stack below.

Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
Lightbox
Javascript Libraries
jQuery UI
Javascript Libraries
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Apache HTTP Server
Web Servers

Media & News

Shelton Financial Group's Email Address Formats

Shelton Financial Group uses at least 2 format(s):

Shelton Financial Group Email Formats	Example	Percentage
FirstLast@sheltonfinancial.net	JohnDoe@sheltonfinancial.net	83%
FirLast@sheltonfinancial.net	JohDoe@sheltonfinancial.net	6%
FiLast@sheltonfinancial.net	JoDoe@sheltonfinancial.net	5%
FirstLas@sheltonfinancial.net	JohnDoe@sheltonfinancial.net	6%

Frequently Asked Questions

What is Shelton Financial Group's phone number?

You can contact Shelton Financial Group's main corporate office by phone at

+1-480-383-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shelton Financial Group's official website and social media links?

Shelton Financial Group's official website is sheltonfinancial.com and has social profiles on LinkedIn.

How much revenue does Shelton Financial Group generate?

As of July 2026, Shelton Financial Group's annual revenue is estimated to be $25M - $50M.

What is Shelton Financial Group's SIC code NAICS code?

Shelton Financial Group's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Shelton Financial Group have currently?

As of July 2026, Shelton Financial Group has approximately 18 employees across 1 continents, including North America. Key team members include Manager: M. T.Relationship Manager: S. D.Office Manager: S. C.. Explore Shelton Financial Group's employee directory with LeadIQ.

What industry does Shelton Financial Group belong to?

Shelton Financial Group operates in the Financial Services industry.

What technology does Shelton Financial Group use?

Shelton Financial Group's tech stack includes Cloudflare CDNCloudflareJSON-LDLightboxjQuery UIGoogle Tag ManagerGoogle AnalyticsApache HTTP Server.

What is Shelton Financial Group's email format?

Shelton Financial Group's email format typically follows the pattern of FirstLast@sheltonfinancial.net. Find more Shelton Financial Group email formats with LeadIQ.

When was Shelton Financial Group founded?

Shelton Financial Group was founded in 1996.

Shelton Financial Group

Q: How many employees does Shelton Financial Group have currently?

Shelton Financial Group has approximately 18 employees.

Q: What technology does Shelton Financial Group use?

Shelton Financial Group's tech stack includes Amazon Web Services, Node.js, Name.com DNS, Crazy Egg, Datadog.

Financial ServicesIndiana, United States11-50 Employees

Shelton Financial Group operates in the financial services sector, offering investment advisory services and securities through its affiliations. The leadership group of investment advisor representatives includes Jeff Shelton, Brian Nieuwlandt, Matt Fry, Nathan Shelton, Piercen Harnish, and Nathan DeVaux, and the firm works with Kestra Investment Services for securities and Kestra Advisory Services for advisory services as affiliates. Bluespring Wealth Partners is listed as an affiliate within this network. Based in Fort Wayne, Indiana, the firm serves clients seeking wealth management assistance and access to investment products. In 2025, a partnership with Sterling, Inc. was reported, reflecting ongoing expansion of Shelton Financial Group's network.