MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
CRD #115120 SEC #801-79001 DALLAS, TX 214-922-9200
SEC Registered
Total AUM
$508.7M
Discretionary
$508.7M
Employees
7
Clients
26
Accounts
705
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $508.7M | $508.7M | $0 | 7 | 3 |
| Sep 2025 | $508.7M | $508.7M | $0 | 7 | 3 |
| Aug 2025 | $508.7M | $508.7M | $0 | 7 | 3 |
| Jul 2025 | $508.7M | $508.7M | $0 | 7 | 3 |
| Mar 2025 | $508.7M | $508.7M | $0 | 7 | 3 |
| Mar 2024 | $419.4M | $419.4M | $0 | 5 | 3 |
| Nov 2023 | $384M | $384M | $0 | 6 | 0 |
| Oct 2023 | $384M | $384M | $0 | 6 | 0 |
| Jun 2023 | $391.9M | $391.9M | $0 | 7 | 0 |
| Mar 2023 | $391.9M | $391.9M | $0 | 7 | 0 |
| Sep 2022 | $462.9M | $462.9M | $0 | 8 | 0 |
| Mar 2022 | $462.9M | $462.9M | $0 | 8 | 0 |
| Nov 2021 | $347.2M | $347.2M | $0 | 8 | 0 |
| Apr 2021 | $347.2M | $347.2M | $0 | 8 | 0 |
| Apr 2021 | $347.2M | $347.2M | $0 | 8 | 0 |
| Mar 2021 | $347.2M | $347.2M | $0 | 8 | 0 |
| Jun 2020 | $241M | $241M | $0 | 8 | 0 |
| Mar 2020 | $241M | $241M | $0 | 8 | 0 |
| Mar 2019 | $261.3M | $261.3M | $0 | 10 | 0 |
| Apr 2018 | $311.5M | $311.5M | $0 | 12 | 0 |
| Mar 2018 | $311.5M | $311.5M | $0 | 12 | 0 |
| Mar 2017 | $204.7M | $204.7M | $0 | 9 | 600 |
| Mar 2016 | $173.7M | $173.7M | $0 | 5 | 400 |
| Jun 2015 | $173M | $173M | $0 | 5 | 400 |
| Apr 2015 | $173M | $173M | $0 | 5 | 400 |
| Jan 2015 | $170.3M | $170.3M | $0 | 5 | 100 |
| Jan 2015 | $170.3M | $170.3M | $0 | 5 | 100 |
| Mar 2014 | $170.3M | $170.3M | $0 | 5 | 100 |
| Dec 2013 | $169.7M | $169.7M | $0 | 5 | 130 |
DateOct 2025
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients3
DateSep 2025
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients3
DateAug 2025
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients3
DateJul 2025
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2025
Total AUM$508.7M
Discretionary$508.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2024
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees5
Clients3
DateNov 2023
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$384M
Discretionary$384M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$391.9M
Discretionary$391.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$462.9M
Discretionary$462.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$462.9M
Discretionary$462.9M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$311.5M
Discretionary$311.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$204.7M
Discretionary$204.7M
Non-Disc.$0
Employees9
Clients600
DateMar 2016
Total AUM$173.7M
Discretionary$173.7M
Non-Disc.$0
Employees5
Clients400
DateJun 2015
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees5
Clients400
DateApr 2015
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees5
Clients400
DateJan 2015
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees5
Clients100
DateJan 2015
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees5
Clients100
DateDec 2013
Total AUM$169.7M
Discretionary$169.7M
Non-Disc.$0
Employees5
Clients130