Jesse Hauptrief
Mcelhenny Sheffield Capital Management · Dallas, Texas
Jesse Hauptrief is a fee-only financial advisor at Mcelhenny Sheffield Capital Management in Dallas, Texas. Mcelhenny Sheffield Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Mcelhenny Sheffield Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $663.2M across 1,385 accounts |
| SEC registration | Investment adviser representative in TX · CRD 844345 |
| Exams passed | Series 63 (1984) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | mscmfunds.com |
How Jesse's firm compares
- Mcelhenny Sheffield Capital Management's average account is about $479,000, from its Form ADV (assets managed divided by 1,385 accounts).
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Questions about Jesse
Is Jesse Hauptrief a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Mcelhenny Sheffield Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse's firm, Mcelhenny Sheffield Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jesse Hauptrief based?
Jesse Hauptrief is based in Dallas, Texas.
Is Jesse Hauptrief registered with the SEC?
Yes. Jesse Hauptrief is registered as an investment adviser representative in TX (CRD 844345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mcelhenny Sheffield Capital Management manage?
Mcelhenny Sheffield Capital Management reports $663.2M across 1,385 accounts in assets under management.
How do I contact Jesse Hauptrief?
Through Jesse's website, mscmfunds.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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