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Bruce Mcelhenny Fraser

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Series 6, Series 7, Series 63Clean record23 years registeredMCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
4701 W. LOVERS LANE, DALLAS, TX 75209CRD# 2301904Firm CRD# 115120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bruce Mcelhenny Fraser · DALLAS, TX
Registration
CRD #2301904 · MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
Feb 2015 – present
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
Jan 2003 – Dec 2014
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · January 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
CRD 115120 · SEC 801-79001
AUM
$419M
Regulatory assets under management
Employees
5
1,484 client accounts
Services offered by MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Bruce Mcelhenny Fraser offer?
Bruce Mcelhenny Fraser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Bruce Mcelhenny Fraser's credentials?
Bruce Mcelhenny Fraser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Mcelhenny Fraser located?
Bruce Mcelhenny Fraser is based in DALLAS, Texas, working with MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Bruce Mcelhenny Fraser charge for services?
Bruce Mcelhenny Fraser's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC?
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $419M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Grant Layton Morris
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