Privacy Notice


What Does McElhenny Sheffield do with your Personal Information?

Why?
Financial companies choose how they share your personal information. Federal laws, and certain state privacy laws, give consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?
The types of personal information we collect and share depend on the product or service
you have with us. This information can include:

  • Social Security number and income
  • Transaction or loss history and account transactions
  • Assets and Investment Experience

How?
All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons we choose to share and whether you can limit this sharing.

Who?
McElhenny Sheffield Capital Management is an SEC registered investment adviser. Registration does not imply a certain level of skill or training.

How we protect your personal information?

  • To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
  • We train our employees to protect customer information.
  • We require independent contractors and outside companies who work with us to adhere to strict privacy standards through their contracts with us.
  • We continually seek to enhance our security tools and processes.

Why can't I limit all sharing?
Federal law gives you the right to limit: (1) sharing for affiliates’ everyday business purposes – information about your creditworthiness, (2) affiliates from using your information to market to you, and (3) sharing for nonaffiliates to market to you. We do not share information in a manner that you could limit. Accordingly, we are not required to offer and do not offer an opt-out. State laws and individual companies could potentially give you additional rights. Your choice for a joint account will apply to everyone on your account unless you tell us otherwise.

Other Important Information

  • California residents: We will not share information we collect about you with companies outside of McElhenny Sheffield Capital Management, unless the law allows. For example, we may share information with your consent or to service your accounts.
  • Vermont residents: If your account has a Vermont billing address, we will automatically treat your account as if you have directed us not to share information about your creditworthiness with our Affiliates.


Questions?
Call (214) 922-9200 or email: info@mscm.net

Last updated: June 2025