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How does the advisor help clients – Key Takeaways:

MSH CAPITAL ADVISORS LLC is a financial advisory firm that specializes in providing financial expertise to its clients. While they do not explicitly state their status as financial experts, their extensive experience and knowledge in the field makes them a reliable source of financial guidance for their clients.

They offer a wide range of financial services, including portfolio management, retirement planning, tax planning, and more. Their team of advisors is dedicated to helping clients achieve their financial goals and providing personalized solutions that cater to their individual needs.

Facts and Insights

MSH CAPITAL ADVISORS LLC was founded in 2008 and has since established itself as a reputable financial advisory firm. They have a team of experienced advisors who have a combined total of over 50 years of experience in the financial industry.

According to publicly available information, MSH CAPITAL ADVISORS LLC has managed assets worth over $500 million. They have a team of 5 advisors who work together to provide clients with expert financial guidance.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management (AUM) Number of Advisors Years in Business
$500 million 5 13+

Financial Services Offered

MSH CAPITAL ADVISORS LLC offers a variety of financial services that cater to the diverse needs of their clients. These services include:

  • Portfolio management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Investment management
  • Wealth management

Client Types

The advisors at MSH CAPITAL ADVISORS LLC work with a wide range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and tailor their services to meet their specific needs. They also work with both high net-worth clients and those who are just starting to build their wealth.

Fees & Compensation

MSH CAPITAL ADVISORS LLC charges their clients based on a percentage of their assets under management. This fee structure ensures that the advisors are fully aligned with their clients’ best interests and strive to help them grow their investments. They also do not receive any commissions for recommending specific investments, eliminating potential conflicts of interest.


The team at MSH CAPITAL ADVISORS LLC has a strong educational and professional background in the financial industry. They hold various certifications and licenses, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Their expertise and experience allow them to provide clients with informed and strategic financial advice.

Financial Advisor Disclosures to Know

As a reputable financial advisory firm, MSH CAPITAL ADVISORS LLC is transparent with their clients and discloses any potential conflicts of interest. They abide by the strict regulations and ethics set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They also have a fiduciary duty to act in the best interests of their clients at all times.

Company Information

Main Office

Mail Office

Other Information

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