Msh Capital Advisors LLC is a large advisory firm based in Scottsdale. It manages $438.16 million of regulatory assets for 934 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alaska, Arizona, California, and 23 other states.
Msh Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 887 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Msh Capital Advisors LLC is $438.16 million. The firm's AUM has grown by 769% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Msh Capital Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Msh Capital Advisors is state or municipal government entities with 25 clients and $193.11 million of assets under management. Among the 8 most similar advisory firms, Msh Capital Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $438.16 million for 934 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Msh Capital Advisors doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Msh Capital Advisors LLC performs its advisory services is located at 20555 N Pima Road, Scottsdale, AZ 85255 7153, which is also the mailing address of the firm. An additional office of the firm is in Billings, MT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-563-2007 or by fax 480-563-2001. The normal business hours are 8:00 am - 5:00 pm mst on Monday - Friday. You can find more information about the New York firm at mshowells.com and its LinkedIn profile.