MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
SEC RegisteredThink Differently. Invest Smarter.
About the firm
As investment managers, they make risk management and minimizing losses their top priority, believing the path for truly successful long-term investing is to avoid material losses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 658 | $156M |
| High Net Worth Individuals | 99 | $350M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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