MSH Capital Advisors LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.3B
Discretionary
$915M
68% of AUM
Avg account
$570K
Accounts
2,362
Employees
35
Advisory reps
24

Firm details

Headquarters
Scottsdale, Arizona
CRD number
157835
Registered since
January 13, 2017
Website
www.mshcapitaladvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI45.09%
  • Individuals28.93%
  • State / Municipal Government13.1%
  • Corporations / Businesses11.68%
  • Charitable Organizations1.07%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

MSH Capital Advisors LLC is an SEC-registered investment adviser formed as an LLC and operating since 2017. The firm serves both individual/family and institutional clients and acts as a capital allocator, using a mix of percentage-of-AUM and fixed fee arrangements. Its business footprint includes registered representative activity with a broker-dealer and insurance brokerage services, while advisory capabilities cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of third-party advisers. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 23%, US Government Bonds 15%, Cash & Cash Equivalents 8%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds23%
  • US Government Bonds15%
  • Cash & Cash Equivalents8%
  • State & Local Bonds1%

Owners & executives

3 of 5
  • Daniel Gibson

    Daniel Gibson

    Founder and CEOCRD 6542700

  • Tara Kreizenbeck

    Tara Kreizenbeck

    Chief Operating OfficerCRD 7141895

  • Katrina Santamaria

    Katrina Santamaria

    CEO & CCOCRD 3248779

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Contacts

3 of 19
  • Thomas Goetzinger

    Thomas Goetzinger

    Managing PartnerCRD 5837223

  • Travis Jack

    Travis Jack

    Managing MemberCRD 5268896

  • Evan Troop

    Evan Troop

    Registered RepresentativeCRD 6359623

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 169

Active vs passive

$295M in ETFs

Passive

77%

$228M

Active

14%

$66.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$15.5M241,6125.26%
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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
23350 N Pima Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth