MSH Capital Advisors LLC
MSH Capital Advisors LLC is a privately owned and operated SEC-registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2011, the firm offers investment advisory services primarily to individuals (including high-net-worth individuals), charitable organizations, and government entities. As of April 2025, MSH Capital Advisors manages roughly $1.1 billion in assets and employs 32 people, including a notable proportion of women in executive roles. The firm is independent, family-owned, and emphasizes a client-focused culture, community involvement, and employee well-being. MSH Capital Advisors serves clients through customized financial planning and has strategic affiliations to deliver a full-service wealth management platform.
Investment Strategy
MSH Capital Advisors delivers a modern approach to investing based on goal-driven financial planning and the integration of robust technology solutions. The firm employs a transparent, client-centric process that emphasizes ethical obligations and fiduciary responsibility. MSH Capital Advisors focuses on minimizing conflicts of interest while providing tailored investment management for individuals, high-net-worth clients, charitable organizations, and governmental entities. Affiliated with a full-service broker-dealer and insurance marketing organization, the firm offers comprehensive financial solutions, risk management, and insurance services to address a wide range of client needs. The investment philosophy prioritizes achieving clients' long-term financial goals through collaborative planning and strategic portfolio management.
Top Holdings
Equity Positions (240)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SDY | SPDR SERIES TRUST | 3.10% | $10.8M | 79,205 | $128.51 | $135.73 | +$668.1K |
V VEA | VANGUARD TAX-MANAGED FDS | 2.80% | $9.7M | 170,610 | $50.53 | $57.01 | +$1.7M |
S SCHG | SCHWAB STRATEGIC TR | 2.46% | $8.5M | 291,723 | $22.19 | $29.21 | +$1.9M |
I IVV | ISHARES TR | 2.35% | $8.2M | 13,127 | $460.69 | $620.90 | +$754.6K |
M MSFT | MICROSOFT CORP | 2.25% | $7.8M | 15,732 | $326.30 | $497.41 | +$1.9M |