Mcelhenny Sheffield Capital Management, LLC
Mcelhenny Sheffield Capital Management, LLC (CRD# 115120) is a financial advisory firm headquartered in Dallas, TX. They manage $419,382,153 in 1,484 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management419MILLION
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Total Number of Accounts1,484ACCOUNTS
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Average Account Value$282,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
Jeffrey Bradley (CRD# 4022578) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Bruce Fraser (CRD# 2301904) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Jesse Hauptrief (CRD# 844345) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 40 years of experience in the finance industry.
Ryan McKee (CRD# 5804916) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Grant Morris (CRD# 6707531) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.