LeadIQ logo
Learn more at LeadIQ.com
McElhenny Sheffield Capital Management logo

McElhenny Sheffield Capital Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

McElhenny Sheffield Capital Management is a Dallas-based financial services firm that provides sophisticated wealth management solutions to a diverse client base, including advisors, institutions, and individuals. The company emphasizes an independent, disciplined investment philosophy guided by a rules-based framework, shaping its tactical market approach. Its strategies rely on momentum and trend-following techniques and are designed to adapt to changing market conditions through rigorous analysis to pursue competitive returns.

With more than 25 years in operation, the firm positions itself as a focused, research-driven participant in the wealth management and investment sector. In March 2026, the firm announced that several of its actively managed tactical ETF strategies earned Zephyr PSN Top Guns status for the fourth quarter of 2025, reflecting external recognition of its approach. Based in Dallas, the company maintains a small team dedicated to serving its professional client base.

Find McElhenny Sheffield Capital Management employees' phone numbers or email addresses

McElhenny Sheffield Capital Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

McElhenny Sheffield Capital Management's Leadership

  • Director at McElhenny Sheffield Capital Management
    T. B.
    Director
    Mobile Phone
  • Wealth Manager at McElhenny Sheffield Capital Management
    A. H.
    Wealth Manager
    Mobile Phone
  • Tactical Money Manager at McElhenny Sheffield Capital Management
    G. M.
    Tactical Money Manager
    Mobile Phone
  • Trader, Investment Manager at McElhenny Sheffield Capital Management
    J. B.
    Trader, Investment Manager
    Mobile Phone
  • Financial Analyst/Advisor at McElhenny Sheffield Capital Management
    R. M.
    Financial Analyst/Advisor
    Mobile Phone
  • Registered Investment Advisor at McElhenny Sheffield Capital Management
    J. B.
    Registered Investment Advisor
    Mobile Phone
  • Investment Advisor Representative at McElhenny Sheffield Capital Management
    J. H.
    Investment Advisor Representative
    Mobile Phone

McElhenny Sheffield Capital Management Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other
  • Banking

Contact profiles from McElhenny Sheffield Capital Management

Name
Title
Contact
Location
Last Update
  • Director at McElhenny Sheffield Capital Management
    T. B.
    Director
    Mobile Phone
    United States, Texas
    Aug 03, 2024
  • Wealth Manager at McElhenny Sheffield Capital Management
    A. H.
    Wealth Manager
    Mobile Phone
    United States, Texas
    Mar 02, 2026
  • Tactical Money Manager at McElhenny Sheffield Capital Management
    G. M.
    Tactical Money Manager
    Mobile Phone
    United States, Texas
    Apr 14, 2026
  • Trader, Investment Manager at McElhenny Sheffield Capital Management
    J. B.
    Trader, Investment Manager
    Mobile Phone
    United States, Texas
    Oct 21, 2024
  • Financial Analyst/Advisor at McElhenny Sheffield Capital Management
    R. M.
    Financial Analyst/Advisor
    Mobile Phone
    United States, Texas
    Feb 28, 2024
  • Registered Investment Advisor at McElhenny Sheffield Capital Management
    J. B.
    Registered Investment Advisor
    Mobile Phone
    United States, Texas
    Jul 28, 2024
  • Investment Advisor Representative at McElhenny Sheffield Capital Management
    J. H.
    Investment Advisor Representative
    Mobile Phone
    United States, Texas
    Jun 17, 2025

Frequently Asked Questions

What is McElhenny Sheffield Capital Management known for?

Minus sign iconPlus sign iconMcElhenny Sheffield Capital Management was founded in 2000 and operates in the Financial Services industry. You can contact McElhenny Sheffield Capital Management's main corporate office by phone at
+1-214-922-****
. Explore McElhenny Sheffield Capital Management's company overview page for more information.

What is McElhenny Sheffield Capital Management's most common email format?

Minus sign iconPlus sign iconMcElhenny Sheffield Capital Management employees' email format typically follows the pattern of First@mscm.net. Trying to find reliable and up-to-date employee contact data? Find more McElhenny Sheffield Capital Management email formats with LeadIQ.

How many employees does McElhenny Sheffield Capital Management have currently?

Minus sign iconPlus sign iconMcElhenny Sheffield Capital Management has approximately 4 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are McElhenny Sheffield Capital Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, McElhenny Sheffield Capital Management's key employees include:

  • Director: T. B.
  • Wealth Manager: A. H.
  • Tactical Money Manager: G. M.
  • Trader, Investment Manager: J. B.
  • Financial Analyst/Advisor: R. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.