Mcelhenny Sheffield Capital Management, LLC
Mcelhenny Sheffield Capital Management, LLC is an SEC-registered mass-market adviser in Dallas, TX with $663.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Mcelhenny Sheffield Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115120, SEC 801-79001, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $663.2M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 7
- Clients
- 757
- CRD
- 115120
- Ownership
- DORVIL, CARL, G.; FRASER, BRUCE, MCELHENNY; FRASER, CHRISTINE; FRASER, BRUCE, M.; YEAMAN, MARK
How much AUM does Mcelhenny Sheffield Capital Management, LLC have?
Mcelhenny Sheffield Capital Management, LLC reported $663.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Mcelhenny Sheffield Capital Management, LLC?
Disclosed owners and executives of Mcelhenny Sheffield Capital Management, LLC include DORVIL, CARL, G., FRASER, BRUCE, MCELHENNY, FRASER, CHRISTINE, FRASER, BRUCE, M., YEAMAN, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.