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, SEC-registered RIA founded in 2014 and organized as an LLC under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, providing financial planning and discretionary portfolio management across private clients, small businesses, investment companies, and other institutions. Its fee arrangements include asset-based fees, fixed fees, and performance-linked fees, indicating flexibility in billing for customized mandates. The firm does not self-identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities12%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Jeffrey Bradley
Investment Advisor RepresentativeCRD 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 32Active vs passive
$356M in ETFs
66%
$235M
34%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MCELHENNY SHEFFIELD MANAGED RISK ETF (MSMR) | Active | Moderate Allocation | $120M | 3,420,997 | 33.80% |
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
Similar firms
Pender Capital Management, LLC
RIADallas, TX
Goodlander Investment Management, LLC
RIADallas, TX
Optima Asset Management Inc
RIADallas, TX
9823 Capital, LP
RIADallas, TX
Spicewood Mineral Management, LLC
RIADallas, TX
Clare Market Investments, LLC
RIADallas, TX