Kyle Patrick Elam
Investment adviser representative at Mcelhenny Sheffield Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$663.2MFirm assets
Are you Kyle Patrick Elam? Claim your profile
Contact this firm
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
11 years in the industry.
- Mcelhenny Sheffield Capital Management, LLCDec 2024 to now
- Aramanino LLPJan 2021 to now
- Elam Consulting Group, LLCApr 2015 to Dec 2020
Designations
- 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
- 8022908
- Firm CRD
- 115120