DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Andrew Christopher Hunt

Mcelhenny Sheffield Capital Management, LLCindependent RIADallas, TxIA-onlyIAPD 2785394

Certified Financial Planner

Feed of 09/14/2026

Also filed as Andy Hunt

At current firm

2 y

since Aug 14, 2024

In the industry

30 y

since Sep 3, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mcelhenny Sheffield Capital Management, LLC independent RIA current
since Aug 14, 2024 · Dallas, Tx
Worth Asset Management independent RIA
Apr 24, 2023 to Aug 9, 2024 · Dallas, Tx
Ep Wealth Advisors independent RIA
Sep 13, 2022 to Apr 18, 2023 · Dallas, Tx
Fisher Investments independent RIA
Jan 13, 2022 to Aug 22, 2022 · Plano, Tx
Polaris Wealth Advisory Group former
Jan 29, 2019 to Dec 20, 2021 · Dallas, Tx
Beacon Pointe Wealth Advisors, LLC former
Jun 1, 2018 to Jan 23, 2019 · Plano, Tx
Beacon Pointe Advisors, LLC independent RIA
Jun 1, 2018 to Jan 23, 2019 · Plano, Tx
Mcelhenny Sheffield Capital Management, LLC independent RIA
Mar 25, 2015 to May 21, 2018 · Dallas, Tx
Charles Schwab & Co., Inc. national BD
Feb 21, 2013 to Mar 10, 2015 · Southlake, Tx
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 23, 2011 to Jul 27, 2012 · Dallas, Tx
Smith Anglin Financial, LLC former
Mar 11, 2009 to Nov 10, 2011 · Dallas, Tx
Strategic Advisers LLC national BD
Jan 17, 2007 to Jul 11, 2008 · Westlake, Tx
Td Ameritrade, Inc. former
Jul 8, 2005 to Oct 4, 2005 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Worth Asset Management to Mcelhenny Sheffield Capital Management, LLC
left Aug 9, 2024, registered Aug 14, 2024 (5 days) · RIA to RIA
Ep Wealth Advisors to Worth Asset Management
left Apr 18, 2023, registered Apr 24, 2023 (6 days) · RIA to RIA
Fisher Investments to Ep Wealth Advisors
left Aug 22, 2022, registered Sep 13, 2022 (22 days) · RIA to RIA
Polaris Wealth Advisory Group to Fisher Investments
left Dec 20, 2021, registered Jan 13, 2022 (24 days) · RIA to RIA
Beacon Pointe Advisors, LLC to Beacon Pointe Wealth Advisors, LLC
left Jan 23, 2019, registered Jun 1, 2018 (-236 days) · RIA to RIA
Beacon Pointe Wealth Advisors, LLC to Polaris Wealth Advisory Group
left Jan 23, 2019, registered Jan 29, 2019 (6 days) · RIA to RIA
Mcelhenny Sheffield Capital Management, LLC to Beacon Pointe Advisors, LLC
left May 21, 2018, registered Jun 1, 2018 (11 days) · RIA to RIA
Charles Schwab & Co., Inc. to Mcelhenny Sheffield Capital Management, LLC
left Mar 10, 2015, registered Mar 25, 2015 (15 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.
left Jul 27, 2012, registered Feb 21, 2013 (209 days) · Wirehouse to affiliated broker-dealer or bank
Smith Anglin Financial, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 10, 2011, registered Dec 23, 2011 (43 days) · Other
Strategic Advisers LLC to Smith Anglin Financial, LLC
left Jul 11, 2008, registered Mar 11, 2009 (243 days) · Other
Td Ameritrade, Inc. to Strategic Advisers LLC
left Oct 4, 2005, registered Jan 17, 2007 (470 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address