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Building 2MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-922-9200
NotebookSEC #801-79001
Total AUM
$663.2M
Employees
7
Clients
759

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4701 W. LOVERS LANE
DALLAS
TX 75209
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
214-922-9200

ReceiptFinancials

Total AUM
$663.2M
Accounts
1,385
Discretionary
$663.2M
Accounts
1,385
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
658
AUM
$155.7M
HNW Individual Clients
99
AUM
$350.2M
Investment Company Clients
1
AUM
$152.1M
Charitable Organization Clients
1
AUM
$5.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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