← Back to searchVisit website
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
CRD 115120 · SEC 801-79001
4701 W. LOVERS LANE, DALLAS, TX, 75209, United States
Phone
214-922-9200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$663.2M
Discretionary AUM
$663.2M
Team
7 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 658 | $155.7M |
| High net worth individuals | 99 | $350.2M |
| Investment companies | 1 | $152.1M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD