Mcelhenny Sheffield Capital Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$663M

Discretionary

$663M

100% of AUM

Avg account

$479K

Accounts

1,385

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 115120
Registered since: January 15, 2014
Website: mscm.net
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI52.81%
Individuals23.48%
Investment Companies22.94%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcelhenny Sheffield Capital Management, LLC is an SEC-registered institutional RIA formed in 2014 and organized as an LLC under individual ownership. The firm advises both high-net-worth individuals and families as well as institutional clients, delivering financial planning and portfolio management across individuals, small businesses, investment companies, and other business or institutional accounts. Its fee model includes asset-based fees, fixed fees, and the possibility of performance-based arrangements. The adviser is not positioned as an ESG investor, is not multi-state registered, and does not act as a pension consultant or a capital allocator. It is listed as a sponsor of limited partnerships (excluding pooled investment vehicles), indicating involvement in sponsored LP structures alongside its advisory work.