Wealth Manager
    SEC Registered
    Manages Private Funds

    Msh Capital Advisors LLC

    Registered investment advisor · Scottsdale, Arizona · CRD #157835

    Assets Under Management
    $1.3B
    Client Accounts
    2,362
    Employees
    35
    CRD Number
    157835
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Msh Capital Advisors LLC

    MSH Capital Advisors LLC is an investment advisory firm offering portfolio management, financial planning, and trading services. Based in North Scottsdale, Arizona, it serves clients across the United States. The firm operates as a fiduciary, prioritizing client interests.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Msh Capital Advisors LLC

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    Frequently Asked Questions

    What is Msh Capital Advisors LLC's AUM?

    Msh Capital Advisors LLC reports approximately $1.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Msh Capital Advisors LLC headquartered?

    Msh Capital Advisors LLC is headquartered in Scottsdale, Arizona.

    What is Msh Capital Advisors LLC's CRD number?

    Msh Capital Advisors LLC's CRD number is 157835. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Msh Capital Advisors LLC manage?

    Msh Capital Advisors LLC manages approximately 2,362 client accounts according to its latest SEC filing.

    Is Msh Capital Advisors LLC SEC registered?

    Yes, Msh Capital Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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