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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- OptimaPrime
- Established Date
- 01-28-2003
- Office Locations
- 1
Office Locations
About Mcelhenny Sheffield Capital Management, LLC
McElhenny Sheffield Capital Management (MSCM) is an independent boutique, SEC-registered RIA founded in 2000 serving individuals and institutions. The firm delivers disciplined, rules-based investment management focused on capital preservation, downside risk management, and consistent risk-adjusted returns, using market-agnostic approaches including momentum/trend-following and tactical ETF/sector rotation. MSCM reports GIPS compliance with independent verification (2017–2024).
Team overview
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CRM
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Owner & Executives
BRUCE MCELHENNY FRASER JR
Advisor, Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #2301904
- Ownership
- 75% or more
GRANT LAYTON MORRIS
DIRECTOR OF OPERATIONS, Partner, PORTFOLIO MANAGER
- CRD
- #6707531
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY PAUL BRADLEY
Investment Advisor
- CRD
- #4022578
Kyle Patrick Elam
--
- CRD
- #8022908
Frontier ridge
Beacon north alpha
- CRD
- #59947
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $663,171,788 | $478,824 |
| Non-Discretionary | $0 | -- |
| Total | $663,171,788 | $478,824 |
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Separately Managed Accounts
Total SMA Asset: $511,042,668
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $208,014,525 | 14.7% |
| Equity - Exchange | $178,298,164 | 12.6% |
| Cash | $345,275,810 | 24.4% |
| Corporate - Investment Grade | $266,032,181 | 18.8% |
| U.S. Government/Agency | $417,444,115 | 29.5% |
| Total | $1,415,064,795 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER CAPITAL VITAL | PEAK CAPITAL | 5K88TSFNB | JAM | 6.10% | $54,851,448 |
| FRONTIER QUANTUM ALPHA | PIONEER ELEMENT | 4BLLZUOXN | OOJC | 2.07% | $76,767,358 |
| MERIDIAN ATLAS PIONEER | FUSION ELEMENT | EA8VYLXOG | OXGJU | 4.42% | $5,586,093 |
| FUSION INSIGHT | PEAK ELEMENT | BOLOP3HWX | USACG | 3.13% | $27,370,979 |
| VITAL ZENITH | PIONEER CAPITAL | 6XA48FZJ8 | FVA | 8.59% | $20,857,033 |
| DELTA PIONEER CREST | TIMBER CAPITAL | 34PVWOFJ6 | GDGMQ | 3.86% | $77,698,868 |
| HORIZON DELTA FUSION | PIONEER CAPITAL | IYOZILOHY | SJZ | 12.37% | $37,987,793 |
| MATRIX PRIME VITAL | HORIZON EAGLE | ARVY0NMUE | MXIEG | 6.35% | $37,946,427 |