Mcelhenny Sheffield Capital Management, LLC

RIASEC Registered

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 a privately owned limited liability company that operates as an institutional RIA. The firm is registered with the SEC (registration year 2014) and serves both individual/family and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, investment companies and other institutions. The firm charges a mix of fees — percentage of AUM, fixed fees and performance-based fees — and does not present itself as an active ESG investor. Mcelhenny Sheffield acts in sponsor-type roles for limited partnership structures (excluding pooled investment vehicles), indicating some involvement in sourcing or structuring private offerings alongside its advisory work.