| 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 |
Msh Capital Advisors LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Msh Capital Advisors LLC reports 32 employees.
Msh Capital Advisors LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
Msh Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $677.4M |
| Non-discretionary | $416.9M |
| Total (RAUM) | $1.09B |