McElhenny Sheffield Capital Management

www.mscm.net

McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide Financial Planning, Social Security Optimization, Tax Planning, Estate Planning Review, and Charitable Giving Review. We specialize in Tactical Asset Management and offer a number of options based strategies including Covered Calls, Cash Covered/Naked Puts, Concentrated Position Management, and multi-leg options strategies.

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McElhenny Sheffield Capital Management is an independent, SEC registered, Wealth Management Firm based in Dallas, TX. Serving High Net Worth and Ultra High Net Worth clients since 2000, we provide Financial Planning, Social Security Optimization, Tax Planning, Estate Planning Review, and Charitable Giving Review. We specialize in Tactical Asset Management and offer a number of options based strategies including Covered Calls, Cash Covered/Naked Puts, Concentrated Position Management, and multi-leg options strategies.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

11-50

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Founded

2000

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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  • Owner

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  • Managing Partner

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    Phone (***) ****-****
  • President and Founder

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    Phone (***) ****-****
  • Director

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    Phone (***) ****-****

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