| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce McElhenny Fraser Control | Managing Partner, Managing Member, And Chief Compliance Officer | 50-75% | 2000 |
| Carl Gerard Dorvil | Member | Under 5% | 2016 |
| Christine Michelle Fraser | Member | 25-50% | 2007 |
McElhenny Sheffield Capital Management, LLC reports $508.7 million in regulatory assets under management on its Form ADV.
McElhenny Sheffield Capital Management, LLC reports 7 employees.
McElhenny Sheffield Capital Management, LLC is based in Dallas, TX and has been SEC-registered since 2014.
McElhenny Sheffield Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4701 W. Lovers Lane, Dallas, TX 75209 |
| Phone | 214-922-9200 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $508.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $508.7M |