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RIA / WealthAdvisorCertified Financial Planner30 years in industry

ANDREW CHRISTOPHER HUNT

Advisor at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:97f9da33-b5bc-cfcd-0bad-8d5ed0960059

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 0
Observed: Jul 8, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 12
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Sep 3, 1996
First registration: Jul 8, 2005
Dual registered: no
Other names: ANDY HUNT
IAPD individual key: 2785394

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 14, 2024	n/a	yes	DALLAS, TX	Current employment
WORTH ASSET MANAGEMENT	Independent wealth	Apr 24, 2023	Aug 9, 2024	no	DALLAS, TX\|Plano, TX	Previous registration
EP WEALTH ADVISORS	Independent wealth	Sep 13, 2022	Apr 18, 2023	no	Dallas, TX\|TORRANCE, CA	Previous registration
FISHER INVESTMENTS	Independent wealth	Jan 13, 2022	Aug 22, 2022	no	PLANO, TX\|Plano, TX	Previous registration
POLARIS WEALTH ADVISORY GROUP	Former SEC adviser	Jan 29, 2019	Dec 20, 2021	no	Dallas, TX	Previous registration
BEACON POINTE WEALTH ADVISORS, LLC	Former SEC adviser	Jun 1, 2018	Jan 23, 2019	no	PLANO, TX\|NEWPORT BEACH, CA	Previous registration
BEACON POINTE ADVISORS, LLC	Independent wealth	Jun 1, 2018	Jan 23, 2019	no	PLANO, TX\|NEWPORT BEACH, CA	Previous registration
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	Independent wealth	Mar 25, 2015	May 21, 2018	no	DALLAS, TX	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 21, 2013	Mar 10, 2015	no	Southlake, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 23, 2011	Jul 27, 2012	no	DALLAS, TX	Previous registration
SMITH ANGLIN FINANCIAL, LLC	Former SEC adviser	Mar 11, 2009	Nov 10, 2011	no	DALLAS, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 17, 2007	Jul 11, 2008	no	WESTLAKE, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 8, 2005	Oct 4, 2005	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WORTH ASSET MANAGEMENT	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	Aug 9, 2024	Aug 14, 2024	5	Firm change	RIA to RIA
EP WEALTH ADVISORS	WORTH ASSET MANAGEMENT	Apr 18, 2023	Apr 24, 2023	6	Firm change	RIA to RIA
FISHER INVESTMENTS	EP WEALTH ADVISORS	Aug 22, 2022	Sep 13, 2022	22	Firm change	RIA to RIA
POLARIS WEALTH ADVISORY GROUP	FISHER INVESTMENTS	Dec 20, 2021	Jan 13, 2022	24	Firm change	RIA to RIA
BEACON POINTE ADVISORS, LLC	BEACON POINTE WEALTH ADVISORS, LLC	Jan 23, 2019	Jun 1, 2018	-236	Firm change after gap	RIA to RIA
BEACON POINTE WEALTH ADVISORS, LLC	POLARIS WEALTH ADVISORY GROUP	Jan 23, 2019	Jan 29, 2019	6	Firm change	RIA to RIA
MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	BEACON POINTE ADVISORS, LLC	May 21, 2018	Jun 1, 2018	11	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC	Mar 10, 2015	Mar 25, 2015	15	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Jul 27, 2012	Feb 21, 2013	209	Firm change	Wirehouse to ibd
SMITH ANGLIN FINANCIAL, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 10, 2011	Dec 23, 2011	43	Firm change	Other
STRATEGIC ADVISERS LLC	SMITH ANGLIN FINANCIAL, LLC	Jul 11, 2008	Mar 11, 2009	243	Firm change	Other
TD AMERITRADE, INC.	STRATEGIC ADVISERS LLC	Oct 4, 2005	Jan 17, 2007	470	Firm change after gap	Other

Relationships

Registered with (12)

→ MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 25, 2015 to May 21, 2018factForm ADV
→ WORTH ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 24, 2023 to Aug 9, 2024factForm ADV
→ EP WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 13, 2022 to Apr 18, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jan 13, 2022 to Aug 22, 2022factForm ADV
→ POLARIS WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Jan 29, 2019 to Dec 20, 2021factForm ADV
→ BEACON POINTE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2018 to Jan 23, 2019factForm ADV
→ BEACON POINTE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2018 to Jan 23, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 21, 2013 to Mar 10, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 23, 2011 to Jul 27, 2012factForm ADV
→ SMITH ANGLIN FINANCIAL, LLCRegistered adviserregistration: previous registration
Mar 11, 2009 to Nov 10, 2011factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 17, 2007 to Jul 11, 2008factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 8, 2005 to Oct 4, 2005factForm ADV

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
Andrew Christopher Hunt left Worth Asset Management for Mcelhenny Sheffield Capital Management, Llc (registered 2024-08-14)
Form ADVobserved 4 days ago
Occurred
Apr 18, 2023
Advisor changed firm
Andrew Christopher Hunt left Ep Wealth Advisors for Worth Asset Management (registered 2023-04-24)
Form ADVobserved 4 days ago
Occurred
Aug 22, 2022
Advisor changed firm
Andrew Christopher Hunt left Fisher Investments for Ep Wealth Advisors (registered 2022-09-13)
Form ADVobserved 4 days ago