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Jeffrey Paul Bradley

Investment adviser representative at Mcelhenny Sheffield Capital Management, LLC
12 yearsExperience
1 stateRegistered in
$663.2MFirm assets
12 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Mcelhenny Sheffield Capital Management, LLCMay 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (TX).

Mcelhenny Sheffield Capital Management, LLC

$663.2MAssets managed
758Clients
7Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4022578
Firm CRD
115120
Advisor's SEC record (opens in a new tab)
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