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 limited liability company that functions as a fee-based adviser and capital allocator to both individual/family and institutional clients. Registered in 2017 and owned by an individual principal, the firm charges a mix of percentage-of-AUM and fixed fees and also operates as a registered representative of a broker-dealer and an insurance broker. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selecting other advisers. Filings indicate the firm does not characterize 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 202

Active vs passive

$363M in ETFs

Passive

77%

$278M

Active

14%

$85M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$18.7M262,7055.15%
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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