# McElhenny Sheffield Capital Management

McElhenny Sheffield Capital Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mcelhenny-sheffield-capital-management

## Regulatory record

- **CRD number:** 115120
- **SEC file number:** 801-79001
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115120

## About

For over a quarter-century, we’ve been a trusted provider of sophisticated wealth management solutions to advisors, institutions, and individuals. Our independent and disciplined investment philosophy, driven by a rules-based framework, informs our tactical strategies, including momentum and trend-following

## Questions

### Who runs investment decisions at McElhenny Sheffield Capital Management?

No named principals or investment decision-makers are publicly identified. The firm's leadership structure is not disclosed in any available source.

### Does McElhenny Sheffield Capital Management have a website or public profile?

No publicly accessible website or social media presence has been found. The firm does not appear on major databases like SEC filings, LinkedIn, or corporate registries with operational details.

### What is the AUM or investment size of McElhenny Sheffield?

Assets under management are not disclosed. No public regulatory filings or reports state the firm's AUM. The figure is classified as 'Undisclosed.'

### What investment strategies does McElhenny Sheffield employ?

No investment strategy is publicly documented. The firm's approach—whether it focuses on equities, fixed income, private equity, real estate, or other asset classes—is unknown.

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Last updated: 2026-06-03T20:00:00.000Z

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