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MSH Capital Advisors LLC

Updated today

Total assets under management

$1,346,296,531

Total clients

2,257

8% high-net worth

Total advisors

20

of 35 employees

Firm size

Multi Team

Average clients per advisor

113

Average account size

$596,498

About

MSH Capital Advisors provides investment advisory and financial planning services to a broad client base that includes individuals, high‑net‑worth clients, retirement plans, trusts and estates, foundations and state or municipal government entities. The firm offers portfolio management through wrap and non‑wrap programs, retirement plan consulting, securities‑based lending options, and one‑time or ongoing financial planning services.

MSHCA delivers advice through a network of independent Investment Advisor Representatives (IARs) who may manage accounts on a discretionary or non‑discretionary basis and who tailor recommendations to clients’ goals, risk tolerances, and time horizons. The firm uses due diligence and annual reviews for unaffiliated Sub‑Advisers—providing access to specialized strategies (including options‑based income and model‑driven approaches)—and relies on third‑party technology platforms and custodians (Schwab, Goldman Sachs/Folio, and Pershing) to support portfolio implementation and reporting.

This firm’s structure includes several features that distinguish it from many multi‑team peers: many IARs are also registered representatives of the affiliated broker‑dealer M.S. Howells & Co., and some IARs are licensed insurance agents tied to an affiliated insurance agency (MS Insentra LLC), arrangements that the brochure discloses can result in commission‑based compensation and related conflicts of interest. MSHCA also works with co‑branded marketing brands and outside promoters, and explicitly serves state and municipal government clients—elements the firm identifies and discloses as part of its supervisory, compensation, and referral practices.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial plan fees typically range from $500 to $10,000 depending on scope and complexity.

Percentage

Up to 2.50% annually (negotiated client-by-client basis, maximum fee)

Commissions

Commissions may be earned by IARs acting as Registered Representatives of the affiliated broker-dealer for securities transactions.

Subscriptions

Ongoing financial planning and advice fees typically range from $50 to $2,500 per month, depending on client needs.

Other

Account minimum: $5,000

Main office location

MSH Capital Advisors LLC

23350 N Pima Road

Scottsdale AZ 85255-7153, United States

Number of offices

6

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tara K

Series 66

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Andrea D

Series 63, Series 65

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Todd B

Series 65, Series 66

Red Lodge, MT

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Joseph T

Series 63, Series 66

San Angelo, TX

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Evan T

Series 63, Series 65

Dallas, TX

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Damon Z

Series 65, Series 66

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Todd L

CFA®, Series 65

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Travis J

Series 63, Series 65

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Carlton R

Series 63, Series 66

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Daniel G

CFA®, Series 66

Dallas, TX

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Thomas G

CFA®, Series 63, Series 65

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Gary B

Series 63, Series 65

Billings, MT

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Susan P

Series 63, Series 66

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Michael F

Series 66

Scottsdale, AZ

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
user avatar

Seth M

Series 66

San Angelo, TX

MSH Capital Advisors LLC

Options & derivatives strategies Active portfolio management Founder/Business Owner Retired
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