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MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

DALLAS, TX · CRD 115120 · IAPD ↗ · mscmfunds.com · 214-922-9200

$663.2MRegulatory AUM
7Advisory reps
7Employees
1Clients
26-50Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($508.7M -> $663.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($419.4M -> $508.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2024 — MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.