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| MSH Capital Advisors LLC
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|
|
|---|---|
| CRD # | 157835 |
| SEC # | 801-108933 |
| CIK # | 0002056306 |
| AUM | $1.3 B (2026-04-27) |
| Employees | 35 (40% Investors, 71% Brokers) |
| Phone | 480-563-2021 |
| Address | 23350 N Pima Road Scottsdale, AZ 85255-7153 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 43.3 | |
| J P Morgan Chase & Co | 8.4 | |
| Microsoft Corp | 7.7 | |
| Coca Cola Co | 5.6 | |
| Johnson & Johnson | 5.2 | |
| Alphabet Inc | 5.0 | |
| Sherwin Williams Co | 4.6 | |
| Amazon Com Inc | 4.3 | |
| Tesla Motors Inc | 4.2 | |
| BlackRock Inc | 4.0 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,074 | 389.5 |
| (b) Individuals (high net worth individuals) | 183 | 607.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.6 |
| (h) Charitable organizations | 12 | 14.4 |
| (i) State or municipal government entities | 20 | 176.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 72 | 157.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,362 | 1,346.3 |
| By Discretionary | ||
| Discretionary | 1,799 | 914.5 |
| Non-Discretionary | 563 | 431.8 |
| Total | 2,362 | 1,346.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,346.3 | |
| Total | 2,362 | 1,346.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056306] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Investment Counsel LLC
✚
|
CO | 1.4 |
|
Fifth Avenue Family Office LLC
✚
|
FL | 1.4 |
|
Intellus Advisors LLC
✚
|
FL | 1.4 |
|
Moisand Fitzgerald Tamayo LLC
✚
|
FL | 1.4 |
|
Cohalo Advisory LLC
✚
|
1.3 | |
|
Hill Investment Group Partners LLC
✚
|
MO | 1.3 |
|
Estate Counselors LLC
✚
|
WI | 1.3 |
|
Stillwater Capital Advisors LLC
✚
|
PA | 1.3 |
|
Security Financial Services Inc
✚
|
IN | 1.3 |
|
Lodestar Private Asset Management LLC
✚
|
CA | 1.3 |