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MSH CAPITAL ADVISORS LLC
CRD 157835File 801-108933
APPROVED
Retail clients
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$914.5M
Non-discretionary $431.8M
Clients
2,361
2,362 accounts
Employees
35
Top 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 13, 2017
- Principal office
- 23350 N PIMA ROAD, SCOTTSDALE, AZ, 85255-7153
- Phone
- 480-563-2021
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $914.5M
- Non-discretionary AUM
- $431.8M
- Discretionary accounts
- 1,799
- Non-discretionary accounts
- 563
- Total accounts
- 2,362
- AUM per client
- $570K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 72 | $157.3M |
| Charitable organizations | 12 | $14.4M |
| High net worth individuals | 183 | $607.1M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| State or municipal government entities | 20 | $176.4M |
| Individuals (other than high net worth individuals) | 2,074 | $389.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.