McElhenny Sheffield Capital Management

EST. AUM
$663,171,788

CONTACTS
5

CLIENT ACCOUNTS
1,385

Firm Details

Metro area Dallas
CRD Number 115120
Website mscm.net
Client types

Overview

McElhenny Sheffield Capital Management, LLC (MSCM) is an SEC-registered investment advisory firm and independent boutique wealth and investment manager headquartered in Dallas, Texas. Founded in 2000, MSCM provides disciplined, rules-based investment management and tactical strategies designed to balance capital preservation with long-term growth. The firm serves both individual and institutional clients, managing tactical ETF strategies, separately managed accounts, and sub-advisory mandates with a fiduciary focus.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McElhenny Sheffield Capital Management

Platform Details

Investment Preferences

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Address

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