Ryan A. Mckee

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT

Dallas, TX 75209

Some features on this profile are disabled

CRD#: 5804916

Professional summary

Ryan Anthony Mckee, who also goes by Ryan Anthony Mckee Mr., is a registered financial advisor currently at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC located in Dallas, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ryan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Anthony Mckee Mr.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Anthony Mckee'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®

None

Experience

Current

June 23, 2016 - Present

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 115120

Dallas, TX

Past

July 1, 2010 - July 14, 2016

SPAR INVESTMENT COUNSEL INC

RIA

CRD#: 106581

DALLAS, TX

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
(6/23/2016)

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 65

Date: 6/30/2010

Uniform Investment Adviser Law 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan A. Mckee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Anthony Mckee's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

SPAR INVESTMENT COUNSEL INC

Primary Firm SEC Registration

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2010

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

Similar Advisors