McElhenny Sheffield Capital Management, LLC
● SEC registered since 2014CRD 115120SEC# 801-79001Dallas, TX
Reg. AUM
$663.2M
Employees
7
Accounts
1,385
Location
Dallas, TX
McElhenny Sheffield Capital Management, LLC assets under management
McElhenny Sheffield Capital Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2014. It reports $663.2 million in regulatory assets under management and employs 7 people.
McElhenny Sheffield Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce McElhenny Fraser Control | Managing Partner, Managing Member, And Chief Compliance Officer | Over 75% | 2000 |
| Grant Layton Morris | Portfolio Manager And Director Of Operations | Under 5% | 2023 |
Frequently asked questions
How much does McElhenny Sheffield Capital Management, LLC manage?
McElhenny Sheffield Capital Management, LLC reports $663.2 million in regulatory assets under management on its Form ADV.
How many employees does McElhenny Sheffield Capital Management, LLC have?
McElhenny Sheffield Capital Management, LLC reports 7 employees.
Where is McElhenny Sheffield Capital Management, LLC located?
McElhenny Sheffield Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2014.
Does McElhenny Sheffield Capital Management, LLC disclose fund performance?
McElhenny Sheffield Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4701 W. Lovers Lane, Dallas, TX 75209 |
| Phone | 214-922-9200 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$663.2M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$663.2Mregulatory AUM
Discretionary $663.2M