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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between October 1, 2025 and July 14, 2026, reported AUM increased 30.4%, from $508.7M to $663.2M.
Across 5 reported observations, AUM increased 43.3% between September 30, 2022 and July 14, 2026, from $462.9M to $663.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 759 clients, or 108.4 clients per representative. That equates to $873.7K in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on July 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
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
SMA allocation detail is available
Mcelhenny Sheffield Capital Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcelhenny Sheffield Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.