Andrew C. Hunt

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT

Dallas, TX 75209

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CRD#: 2785394

Professional summary

Andrew Christopher Hunt, CFP®, who also goes by Andy Hunt, is a registered financial advisor currently at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC located in Dallas, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Andrew has worked at 18 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Hunt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Engaged as a self-employed, independent medicare insurance agent since September 2024 from personal residence in Plano, Texas. The work done is not investment-related. Approximately 60-80 hours per month will be devoted to this work with approximately 16-20 of those hours per month occurring during securities trading hours. Responsibilities include advising on and offering Medicare insurance plan options.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christopher Hunt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

August 14, 2024 - Present

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Office #1: 4701 W. Lovers Lane, Dallas, TX 75209

RIA

CRD#: 115120

Dallas, TX

Past

April 24, 2023 - August 9, 2024

WORTH ASSET MANAGEMENT

RIA

CRD#: 166970

Plano, TX

Past

September 13, 2022 - April 18, 2023

EP WEALTH ADVISORS

RIA

CRD#: 111147

Dallas, TX

Past

January 13, 2022 - August 22, 2022

FISHER INVESTMENTS

RIA

CRD#: 107342

Plano, TX

Past

January 29, 2019 - December 20, 2021

POLARIS WEALTH ADVISORY GROUP

RIA

CRD#: 158718

Dallas, TX

Past

June 1, 2018 - January 23, 2019

BEACON POINTE WEALTH ADVISORS, LLC

RIA

CRD#: 151328

PLANO, TX

Past

June 1, 2018 - January 23, 2019

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

PLANO, TX

Past

March 25, 2015 - May 21, 2018

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 115120

DALLAS, TX

Past

February 21, 2013 - March 10, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

SOUTHLAKE, TX

Past

February 21, 2013 - March 10, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

SOUTHLAKE, TX

Past

December 23, 2011 - July 27, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

December 23, 2011 - July 27, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

Past

March 11, 2009 - November 10, 2011

SMITH ANGLIN FINANCIAL, LLC

RIA

CRD#: 144386

DALLAS, TX

Past

February 25, 2009 - October 27, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DALLAS, TX

Past

January 17, 2007 - July 11, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

November 21, 2006 - July 11, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

Past

November 3, 2005 - November 21, 2006

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, TX

Past

July 8, 2005 - October 4, 2005

TD AMERITRADE, INC.

RIA

CRD#: 7870

PLANO, TX

Past

June 28, 2005 - October 4, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

September 29, 2004 - June 24, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 29, 2004 - June 24, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

March 14, 2002 - December 4, 2002

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

DALLAS, TX

Past

August 22, 1996 - March 1, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/22/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/21/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/2/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 5/2/2000

General Securities Sales Supervisor - Options Module Examination

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CRD#: 115120 / SEC#: 801-79001

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

Texas

Registered Investment Advisory firm - (1/23/2014 Terminated)

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Contact information

Main Address

4701 W. Lovers Lane, Dallas, TX 75209

Mailing Address

Phone number

(214) 922-9200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSCM FORM ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	705
AUM (Assets Under Management)	$ 508,653,236

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew C. Hunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christopher Hunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORTH ASSET MANAGEMENT

EP WEALTH ADVISORS

FISHER INVESTMENTS

POLARIS WEALTH ADVISORY GROUP

BEACON POINTE WEALTH ADVISORS, LLC

BEACON POINTE ADVISORS, LLC

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SMITH ANGLIN FINANCIAL, LLC

PURSHE KAPLAN STERLING INVESTMENTS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

1ST GLOBAL CAPITAL CORP.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2005

Series 63

Date: 9/3/1996

SIE

Date: 3/10/2015

Series 7

Date: 7/22/1997

Series 6

Date: 8/21/1996

Series 10

Date: 5/2/2000

Series 9

Date: 5/2/2000

Current Firm

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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