Shelton Capital Management to acquire Rockwood Capital Advisors
Transactions - MAY 16, 2023

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Shelton Capital Management to acquire Rockwood Capital Advisors

by Kali Persall

Shelton Capital Management has agreed to acquire Rockwood Capital Advisors, a private SEC-registered investment adviser based in St. Louis, in a deal closing May 18.

Rockwood Capital Advisors provides advisory services to pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Rockwood’s portfolio management team will join Shelton, complementing its growing institutional focus.

“Rockwood’s portfolio management team brings compelling investment solutions with great track records, and their client-centric service model complements ours,” said Steve Rogers, CEO of Shelton Capital Management. “Their clients have enjoyed outstanding returns, and together we are well positioned to bring this performance to other institutional clients who oftentimes prefer larger scale.”

Shelton Capital Management has expertise in mutual funds and separately managed account adviser mergers and has completed numerous transacti

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