Grant Layton Morris
Investment adviser representative at Mcelhenny Sheffield Capital Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$663.2MFirm assets
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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
17 years in the industry.
- Mcelhenny Sheffield Capital Management, LLCSep 2016 to now
- Alix Partners, LLPOct 2009 to Dec 2016
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
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
- 6707531
- Firm CRD
- 115120