Mcelhenny Sheffield Capital Management, LLC

Mcelhenny Sheffield Capital Management, LLC (CRD# 115120) is a financial advisory firm headquartered in Dallas, TX. They manage $419,382,153 in 1,484 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4701 W. Lovers Lane, Dallas, TX 75209
https://mscmfunds.com/
By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    1,484
    ACCOUNTS
  • Average Account Value
    $282,603
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Mcelhenny Sheffield Capital Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey Bradley, financial advisor Dallas TX
Jeffrey P. Bradley
CRD#: 4022578
4701 W. Lovers Lane, Dallas, TX 75209

Jeffrey Bradley (CRD# 4022578) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

2
Bruce Fraser, financial advisor Dallas TX
Bruce M. Fraser
CRD#: 2301904
4701 W. Lovers Lane, Dallas, TX 75209

Bruce Fraser (CRD# 2301904) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 31 years of experience in the finance industry.

3
Jesse Hauptrief, financial advisor Dallas TX
Jesse W. Hauptrief
CRD#: 844345
4701 W. Lovers Lane, Dallas, TX 75209

Jesse Hauptrief (CRD# 844345) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 40 years of experience in the finance industry.

4
Ryan McKee, financial advisor Dallas TX
Ryan A. McKee
CRD#: 5804916
4701 W. Lovers Lane, Dallas, TX 75209

Ryan McKee (CRD# 5804916) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

5
Grant Morris, financial advisor Dallas TX
Grant L. Morris
CRD#: 6707531
4701 W. Lovers Lane, Dallas, TX 75209

Grant Morris (CRD# 6707531) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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