MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
Mcelhenny Sheffield Capital Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2014. The firm serves both individual/family and institutional clients and offers financial planning plus portfolio management across client types, including individuals, small businesses, investment companies, and institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser. It also acts as a sponsor of limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds14%
- US Government Bonds13%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
Contacts
3 of 9JEFFREY BRADLEY
Registered Investment AdvisorCRD 4022578
BRUCE FRASER
Founder and Managing PartnerCRD 2301904
GRANT MORRIS
Money ManagerCRD 6707531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$359M in ETFs
69%
$249M
31%
$110M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MCELHENNY SHEFFIELD MANAGED RISK ETF (MSMR) | Active | Moderate Allocation | $109M | 3,150,789 | 30.24% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 4701 W Lovers Ln
- Time zone
- CT (UTC-6)
- Office locations
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