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Managing Partner, Managing Member, and Chief Compliance Officer · McElhenny Sheffield Capital Management, LLC

Bruce M. Fraser

CRD 2301904 · Named on Form ADV at one SEC-registered adviser

At a glance

McElhenny Sheffield Capital Management, LLC, an SEC-registered wealth manager based in Dallas, TX with $663 million in regulatory assets, lists Bruce M. Fraser on its Form ADV as Managing Partner, Managing Member, and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Grant L. MorrisPortfolio Manager and Director of Operations, McElhenny Sheffield Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.