MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

DALLAS, Texas·2 registered advisors·CRD# 115120
SEC# 801-790010214-922-9200
01

Firm Overview

AUM
$419M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

2 registered advisors
Bruce Mcelhenny Fraser
DALLAS, Texas
Grant Layton Morris
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC (CRD# 115120) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.