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MSH CAPITAL ADVISORS LLC
CRD 157835 · SEC 801-108933
23350 N PIMA ROAD, SCOTTSDALE, AZ, 85255-7153, United States
Phone
480-563-2021
Fax
480-563-2001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.35B
Discretionary AUM
$914.5M
Team
35 total employees; 14 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2074 | $389.5M |
| High net worth individuals | 183 | $607.1M |
| Charitable organizations | 12 | $14.4M |
| State/municipal entities | 20 | $176.4M |
| Corporations/business entities | 72 | $157.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/company/buchanan-capital-inc./
- https://X.com/ThiemanInvest
- https://www.linkedin.com/company/thiemaninvestments
- https://www.facebook.com/ThiemanInvestments
- https://www.linkedin.com/company/msh-capital-advisors-llc/
- https://www.swadvisorsllc.com/
- https://www.linkedin.com/company/swadvisorsaz/
- https://www.facebook.com/SWAdvisorsLLC
- https://www.troopcap.com/
- https://www.mshcapitaladvisors.com/
- https://www.linkedin.com/company/troop-capital-management
- https://www.driftmarkcap.com/
- https://x.com/driftmarkcap
- https://X.com/swadvisors
- https://X.com/mshcapital
- https://www.linkedin.com/company/driftmark-capital
- https://www.facebook.com/Troopcap
- https://www.buchanancapitalinc.com/
- https://www.thiemaninvestments.com
- https://www.candorwealthadvisors.com/
Official SEC filing: View on IAPD