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Bruce Mcelhenny Fraser

Mcelhenny Sheffield Capital Management, LLC

Dallas, TX

CRD 2301904

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Employer firm

Mcelhenny Sheffield Capital Management, LLC CRD 115120

$663M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Mcelhenny Sheffield Capital Management, Llc

4701 W. Lovers Lane, Dallas, TX 75209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-02-06
  • TX RA
    APPROVED
    Since 2015-02-06

Branch Locations

4701 W. Lovers Lane, Dallas, TX 75209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcelhenny Sheffield Capital Management, Llc Dallas TX 01/2000 Present
Previous Registrations
Other Businesses

Elkhorn Capital Management, invests in commercial real estate, 4701 W. Lovers Lane, Dallas, TX 75209, Managing Partner, May 2010, 20-100 hours per month during securities trading hours, serve as Managing Partner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-05
  • S63 Uniform Securities Agent State Law Examination
    1993-02-05
Other Names
  • Bruce Mcelhenny Fraser
  • Bruce Mcelhenny Ii Fraser
  • Bruce M. Fraser
  • Bruce M. Fraser

View on SEC IAPD

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