MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD 115120File 801-79001

APPROVED

Retail clients

Disclosure events

Filing as of Jul 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$663.2M

Above cohort median (national)

Discretionary AUM

$663.2M

Clients

758

1,385 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 15, 2014
Principal office: 4701 W. LOVERS LANE, DALLAS, TX, 75209
Phone: 214-922-9200
Website: https://mscmfunds.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $663.2M
Discretionary AUM: $663.2M
Non-discretionary AUM: $0
Discretionary accounts: 1,385
Non-discretionary accounts: 0
Total accounts: 1,385
AUM per client: $875K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$152.1M
Charitable organizations	Fewer than 5	$5.1M
High net worth individuals	99	$350.2M
Individuals (other than high net worth individuals)	658	$155.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.