RIA Intel›Advisers›Arizona›MSH CAPITAL ADVISORS LLC

MSH CAPITAL ADVISORS LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+5.6%

3-Year CAGR

+10.5%

Employees

14

Assets Under Management

Total AUM$1.3B

Discretionary AUM$915M

Non-Discretionary AUM$432M

Discretionary %67.9%

Total Clients2,076

Team

Total Employees14

Investment Advisers35

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingJan 4, 2017

Latest FilingApr 27, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MSH CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.