Bruce
Fraser

Mcelhenny Sheffield Capital Management, LLC

CRD#2301904
Investment Advisor
in Dallas, TX

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About this Advisor

Bruce Fraser is a financial advisor operating in Dallas, Texas with 8 years of relevant experience. Fraser works at Mcelhenny Sheffield Capital Management, LLC. They have been an employee of Mcelhenny Sheffield Capital Management, Llc for their whole career. Fraser maintains a Series 63 license, designating them as a securities broker, and is registered to operate in Texas. Mcelhenny Sheffield Capital Management, LLC is an advisory firm that has its headquarters in Dallas, TX. It oversees $392 million in total assets between its 1,014 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advice to one charitable organizations. Of its 1,014 accounts, just 6% are held by high-net-worth individuals who have greater than $1 million in assets. Mcelhenny Sheffield Capital Management, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on the type of financial services provided. Fee types charged by Mcelhenny Sheffield Capital Management, LLC can consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

4701 W. Lovers Lane
Dallas, TX 75209

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Mcelhenny Sheffield Capital Management, LLC Brokerage Details

Total Assets Under Management

$391,924,718

TX Average: $3,042,739,679
Total Number of Employees

7

TX Average: 49
Total Number of Accounts

1,014

TX Average: 2,315
Average Account Size

$386,514

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Bruce Fraser Work History

Bruce has been registered as a financial advisor for 8 years.*

2000 - Present (24 years)

Mcelhenny Sheffield Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Fraser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcelhenny Sheffield Capital Management, LLC

Todd Terry
Dallas, TX
Jesse Hauptrief
Dallas, TX
Ryan Mckee
Dallas, TX
Jeffrey Bradley
Dallas, TX
Grant Morris
Dallas, TX
Taylor Bledsoe
Dallas, TX
Bruce Fraser
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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