MSH CAPITAL ADVISORS LLC
CRD #157835 SEC #801-108933 SCOTTSDALE, AZ 480-563-2021
SEC Registered
Total AUM
$1.1B
Discretionary
$677.4M
Employees
32
Clients
--
Accounts
2,077
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Oct 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Sep 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Apr 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Apr 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Mar 2025 | $1.1B | $677.4M | $416.9M | 32 | 0 |
| Mar 2025 | $1B | $621.9M | $414.6M | 29 | 0 |
| Mar 2024 | $1B | $621.9M | $414.6M | 29 | 0 |
| Oct 2023 | $849.2M | $444.7M | $404.5M | 26 | 0 |
| Jul 2023 | $849.2M | $444.7M | $404.5M | 26 | 0 |
| Apr 2023 | $849.2M | $444.7M | $404.5M | 26 | 0 |
| Mar 2023 | $849.2M | $444.7M | $404.5M | 26 | 0 |
| Mar 2023 | $849.2M | $444.7M | $404.5M | 26 | 0 |
| Feb 2023 | $811M | $425.9M | $385.1M | 27 | 0 |
| Sep 2022 | $811M | $425.9M | $385.1M | 27 | 0 |
| Mar 2022 | $811M | $425.9M | $385.1M | 27 | 0 |
| Nov 2021 | $447.2M | $186.2M | $261.1M | 26 | 0 |
| Jun 2021 | $447.2M | $186.2M | $261.1M | 26 | 0 |
| Mar 2021 | $447.2M | $186.2M | $261.1M | 26 | 0 |
| Jan 2021 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Nov 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Sep 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Aug 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Aug 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Aug 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Jul 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Jul 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Apr 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| Mar 2020 | $422.8M | $142.6M | $280.2M | 16 | 2 |
| May 2019 | $438.2M | $114.6M | $323.6M | 14 | 2 |
| May 2019 | $438.2M | $114.6M | $323.6M | 14 | 2 |
| Apr 2019 | $438.2M | $114.6M | $323.6M | 14 | 2 |
| Mar 2019 | $438.2M | $114.6M | $323.6M | 14 | 2 |
| Sep 2018 | $435.1M | $103.8M | $331.3M | 5 | 2 |
| Mar 2018 | $435.1M | $103.8M | $331.3M | 5 | 2 |
| Feb 2018 | $435.1M | $103.8M | $331.3M | 5 | 2 |
| Dec 2017 | $407.2M | $189M | $218.2M | 18 | 0 |
| Sep 2017 | $407.2M | $189M | $218.2M | 18 | 26 |
| Jul 2017 | $50.4M | $50.4M | $0 | 18 | 26 |
| Jun 2017 | $50.4M | $50.4M | $0 | 18 | 26 |
| Jan 2017 | $0 | $0 | $0 | 18 | 0 |
DateNov 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateOct 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateSep 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$677.4M
Non-Disc.$416.9M
Employees32
Clients0
DateMar 2025
Total AUM$1B
Discretionary$621.9M
Non-Disc.$414.6M
Employees29
Clients0
DateMar 2024
Total AUM$1B
Discretionary$621.9M
Non-Disc.$414.6M
Employees29
Clients0
DateOct 2023
Total AUM$849.2M
Discretionary$444.7M
Non-Disc.$404.5M
Employees26
Clients0
DateJul 2023
Total AUM$849.2M
Discretionary$444.7M
Non-Disc.$404.5M
Employees26
Clients0
DateApr 2023
Total AUM$849.2M
Discretionary$444.7M
Non-Disc.$404.5M
Employees26
Clients0
DateMar 2023
Total AUM$849.2M
Discretionary$444.7M
Non-Disc.$404.5M
Employees26
Clients0
DateMar 2023
Total AUM$849.2M
Discretionary$444.7M
Non-Disc.$404.5M
Employees26
Clients0
DateFeb 2023
Total AUM$811M
Discretionary$425.9M
Non-Disc.$385.1M
Employees27
Clients0
DateSep 2022
Total AUM$811M
Discretionary$425.9M
Non-Disc.$385.1M
Employees27
Clients0
DateMar 2022
Total AUM$811M
Discretionary$425.9M
Non-Disc.$385.1M
Employees27
Clients0
DateNov 2021
Total AUM$447.2M
Discretionary$186.2M
Non-Disc.$261.1M
Employees26
Clients0
DateJun 2021
Total AUM$447.2M
Discretionary$186.2M
Non-Disc.$261.1M
Employees26
Clients0
DateMar 2021
Total AUM$447.2M
Discretionary$186.2M
Non-Disc.$261.1M
Employees26
Clients0
DateJan 2021
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateNov 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateSep 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateAug 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateAug 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateAug 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateJul 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateJul 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateApr 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateMar 2020
Total AUM$422.8M
Discretionary$142.6M
Non-Disc.$280.2M
Employees16
Clients2
DateMay 2019
Total AUM$438.2M
Discretionary$114.6M
Non-Disc.$323.6M
Employees14
Clients2
DateMay 2019
Total AUM$438.2M
Discretionary$114.6M
Non-Disc.$323.6M
Employees14
Clients2
DateApr 2019
Total AUM$438.2M
Discretionary$114.6M
Non-Disc.$323.6M
Employees14
Clients2
DateMar 2019
Total AUM$438.2M
Discretionary$114.6M
Non-Disc.$323.6M
Employees14
Clients2
DateSep 2018
Total AUM$435.1M
Discretionary$103.8M
Non-Disc.$331.3M
Employees5
Clients2
DateMar 2018
Total AUM$435.1M
Discretionary$103.8M
Non-Disc.$331.3M
Employees5
Clients2
DateFeb 2018
Total AUM$435.1M
Discretionary$103.8M
Non-Disc.$331.3M
Employees5
Clients2
DateDec 2017
Total AUM$407.2M
Discretionary$189M
Non-Disc.$218.2M
Employees18
Clients0
DateSep 2017
Total AUM$407.2M
Discretionary$189M
Non-Disc.$218.2M
Employees18
Clients26
DateJul 2017
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees18
Clients26
DateJun 2017
Total AUM$50.4M
Discretionary$50.4M
Non-Disc.$0
Employees18
Clients26
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0