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Jesse Hauptrief

Mcelhenny Sheffield Capital Management, LLC
28 Years of Experience
Dallas, TX
Sells Insurance
View SEC Summary
View SEC Summary

Jesse Hauptrief is a registered investment advisor at Mcelhenny Sheffield Capital Management, LLC, based in Dallas, TX, with 28 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 758 clients with $660M in assets under management.

Mcelhenny Sheffield Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
758 clients
Average Client Portfolio
$875K average
Assets Under Management
$663.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fees are up to 2% per annum and are negotiable. Certain clients do not pay a separate management fee for accounts investing in the firm's fund.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4701 W. Lovers Lane, Dallas, TX, 75209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jesse has been a self-employed life and health insurance agent since 1976, dedicating about 10-20% of his time to this activity. Jesse also owns rental real estate properties, spending minimal time on this endeavor.

Employment History
Current Registrations
Mcelhenny Sheffield Capital Management, LLC
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Coppell Advisory Solutions, LLC
November 2014 - December 2014 · 1 mo
Resource Wealth Management, LLC
March 2011 - July 2017 · 6 yrs 4 mos
Geneos Wealth Management, INC.
January 2011 - April 2011 · 3 mos
Geneos Wealth Management, INC.
January 2004 - December 2010 · 6 yrs 11 mos
United Securities Alliance, INC.
October 2003 - December 2003 · 2 mos
Multi-Financial Securities Corporation
June 1998 - October 2003 · 5 yrs 4 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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