Msh Capital Advisors LLC
● SEC registered since 2017CRD 157835SEC# 801-108933Scottsdale, AZ
Reg. AUM
$1.35B
Employees
35
Accounts
2,362
Location
Scottsdale, AZ
Msh Capital Advisors LLC assets under management
Msh Capital Advisors LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 35 people.
Msh Capital Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Shane Jordan Control | Chief Compliance Officer | Under 5% | 2024 |
| Katrina Patricia Santamaria Control | Chief Executive Officer | Under 5% | 2020 |
| Marcy Ann Crites Control | Chief Financial Officer | Under 5% | 2019 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Msh Capital Advisors LLC manage?
Msh Capital Advisors LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Msh Capital Advisors LLC have?
Msh Capital Advisors LLC reports 35 employees.
Where is Msh Capital Advisors LLC located?
Msh Capital Advisors LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
Does Msh Capital Advisors LLC disclose fund performance?
Msh Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23350 N Pima Road, Scottsdale, AZ 85255-7153 |
| Phone | 480-563-2021 |
| Fax | 480-563-2001 |
| Office hours | 8:00 a.m. - 5:00 p.m. Mst |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $914.5MNon-discretionary $431.8M