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Portfolio Manager and Director of Operations · McElhenny Sheffield Capital Management, LLC

Grant L. Morris

CRD 6707531 · 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 Grant L. Morris on its Form ADV as Portfolio Manager and Director of Operations.

Firms and roles

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Grant’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.

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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

  • Bruce M. FraserManaging Partner, Managing Member, and Chief Compliance Officer, 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 Grant’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.