|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MSH Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 157835 |
| SEC # | 801-108933 |
| CIK # | 0002056306 |
| AUM | $1.1 B (2025-04-28) |
| Employees | 32 (34% Investors, 72% Brokers) |
| Phone | 480-563-2021 |
| Address | 23350 N Pima Road Scottsdale, AZ 85255-7153 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.8 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Apple Inc | 7.6 | ||
| Sherwin Williams Co | 4.9 | ||
| BlackRock Inc | 4.3 | ||
| Coca Cola Co | 4.2 | ||
| Exxon Mobil Corp | 3.8 | ||
| Realty Income Corp | 3.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,859 | 319.5 |
| (b) Individuals (high net worth individuals) | 137 | 458.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 11 | 12.8 |
| (i) State or municipal government entities | 20 | 176.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 49 | 126.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,077 | 1,094.3 |
| By Discretionary | ||
| Discretionary | 1,485 | 677.4 |
| Non-Discretionary | 592 | 416.9 |
| Total | 2,077 | 1,094.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,094.3 | |
| Total | 2,077 | 1,094.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056306] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Diaphanum Americas LLC
✚
|
1.1 | |
|
Financial Council LLC
✚
|
MD | 1.1 |
|
Monterey Private Wealth Inc
✚
|
CA | 1.1 |
|
Ironvine Capital Partners LLC
✚
|
NE | 1.1 |
|
Absher Wealth Management LLC
✚
|
NC | 1.1 |
|
Neumeier Poma Investment Counsel LLC
✚
|
CA | 1.1 |
|
Madison Wealth Partners Inc
✚
|
WI | 1.1 |
|
Symphony Financial Ltd Co
✚
|
TX | 1.1 |
|
Platform Technology Partners LLC
✚
|
NY | 1.1 |
|
TD Capital Management LLC
✚
|
TN | 1.1 |