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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MSH CAPITAL ADVISORS LLC

CRD 157835

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fed3d7c-3c32-ab9b-52bd-a43ab704d61a

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 18
On other graphs: 0
Observed: Jan 4, 2017 to Apr 27, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.14 related_bd=true related_bank=false bd_reps=25.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-04-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $915M
Private client RAUM: $997MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 20
RAUM per advisor: $67.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 35
Advisory employees: 14
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,362
Individual clients: 2,074
High net worth clients: 183
SEC number: 801-108933
CRD: 157835
Filings on the tape: 48
First filed: Jan 4, 2017
Latest filed: Apr 27, 2026
Organised: Limited Liability Company, DE
Website: candorwealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TODD LEE BUCHANAN	n/a	RED LODGE, MT \| SCOTTSDALE, AZ	9	25	2	yes
GARY BUCHANAN	n/a	BILLINGS, MT \| SCOTTSDALE, AZ	9	41	4	yes
Daniel Reisbacher	n/a	SCOTTSDALE, AZ	7	15	2	yes
Colton Welhaven	n/a	BILLINGS, MT \| SCOTTSDALE, AZ	6	21	n/a	yes
TARA LYNN KREIZENBECK	n/a	SCOTTSDALE, AZ	6	17	n/a	yes
THOMAS HENRY GOETZINGER	Chartered Financial Analyst	SCOTTSDALE, AZ	6	15	1	no
TODD MATTHEW LUKASIK	Chartered Financial Analyst	SCOTTSDALE, AZ	5	10	n/a	no
JACK H IGNATIUS	n/a	Salt Lake City, UT \| SCOTTSDALE, AZ	5	11	n/a	yes
Michael Thomas Feeney	n/a	SCOTTSDALE, AZ	4	25	1	yes
SUSAN CHERRY POLLICK	n/a	SCOTTSDALE, AZ	3	26	1	yes
JOSEPH STONE THIEMAN	n/a	SCOTTSDALE, AZ \| San Angelo, TX	3	12	2	yes
Seth Taylor Mayberry	n/a	SAN ANGELO, TX \| SCOTTSDALE, AZ	3	13	2	yes
ANDREA LEE DONALDSON	n/a	SCOTTSDALE, AZ	3	12	2	yes
CARLTON LOUIS REED	n/a	SCOTTSDALE, AZ	2	10	1	yes
DAMON MARSHALL ZAHLMANN	n/a	SCOTTSDALE, AZ	2	26	5	yes
Travis Paul Jack	n/a	SCOTTSDALE, AZ	1	19	2	no
EVAN PAUL TROOP	n/a	SCOTTSDALE, AZ \| DALLAS, TX	1	11	1	yes
KYLE NICHOLAS LANEY	n/a	SCOTTSDALE, AZ \| DALLAS, TX	1	21	1	yes
DANIEL WILLIAM GIBSON	Chartered Financial Analyst	SCOTTSDALE, AZ \| Dallas, TX	0	11	2	yes
JAMES CASSELL NICKENS	n/a	FISHERS, IN \| SCOTTSDALE, AZ	0	33	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRITES, MARCY, ANN	CHIEF FINANCIAL OFFICER	Na	yes	12/2019	Mar 31, 2019	Mar 27, 2024
HOWELLS, MARK, STEPHEN	MANAGING MEMBER	E	yes	05/2011	Jan 4, 2017	Mar 27, 2024
JORDAN, CHRISTOPHER, SHANE	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 27, 2024	Mar 27, 2024
KREIZENBECK, TARA, LYNN	CHIEF OPERATING OFFICER	Na	yes	08/2020	Aug 5, 2020	Mar 27, 2024
SANTAMARIA, KATRINA, PATRICIA	CHIEF EXECUTIVE OFFICER	Na	yes	08/2020	Mar 31, 2019	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M. S. HOWELLS & CO.	n/a	n/a	n/a	N	yes	n/a
MS INSENTRA LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Billings	Mt	United States	3	yes
SAN ANGELO	TX	United States	2	yes
RED LODGE	Mt	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 2026	$1.3B	$915M	35	14	5	n/a	n/a
2024	Apr 28, 2025	$1.1B	$677M	32	11	4	n/a	n/a
2023	Mar 27, 2024	$1.0B	$622M	29	11	3	n/a	n/a
2022	Mar 30, 2023	$849M	$445M	26	10	1	n/a	n/a
2021	Mar 30, 2022	$811M	$426M	27	12	1	n/a	n/a
2020	Mar 25, 2021	$447M	$186M	26	11	1	n/a	n/a
2019	Mar 30, 2020	$423M	$143M	16	6	2	n/a	n/a
2018	Mar 31, 2019	$438M	$115M	14	5	3	n/a	n/a
2017	Feb 14, 2018	$435M	$104M	5	4	3	n/a	n/a
2016	Jan 6, 2017	n/a	n/a	18	15	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	7	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	23.0%	$849M	16.6%	35	32	5	4

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PROSPERA FINANCIAL SERVICES, INC.	3	Jun 20, 2017	Jun 22, 2017	DALLAS, TX	Team lift out	Other	2.9%

Relationships

Registered with (36)

← JAMES CASSELL NICKENSAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← DANIEL WILLIAM GIBSONAdvisorregistration: current employment
Nov 11, 2025 to presentfactForm ADV
← KYLE NICHOLAS LANEYAdvisorregistration: current employment
Mar 17, 2025 to presentfactForm ADV
← EVAN PAUL TROOPAdvisorregistration: current employment
Feb 24, 2025 to presentfactForm ADV
← Travis Paul JackAdvisorregistration: current employment
Feb 18, 2025 to presentfactForm ADV
← DAMON MARSHALL ZAHLMANNAdvisorregistration: current employment
Oct 6, 2023 to presentfactForm ADV
← CARLTON LOUIS REEDAdvisorregistration: current employment
Sep 25, 2023 to presentfactForm ADV
← ANDREA LEE DONALDSONAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← JOSEPH STONE THIEMANAdvisorregistration: current employment
Apr 11, 2023 to presentfactForm ADV
← Seth Taylor MayberryAdvisorregistration: current employment
Apr 11, 2023 to presentfactForm ADV
← SUSAN CHERRY POLLICKAdvisorregistration: current employment
Jan 12, 2023 to presentfactForm ADV
← Michael Thomas FeeneyAdvisorregistration: current employment
Nov 3, 2021 to presentfactForm ADV
← JACK H IGNATIUSAdvisorregistration: current employment
Nov 5, 2020 to presentfactForm ADV
← TODD MATTHEW LUKASIKAdvisorregistration: current employment
Oct 8, 2020 to presentfactForm ADV
← THOMAS HENRY GOETZINGERAdvisorregistration: current employment
Aug 25, 2020 to presentfactForm ADV
← TARA LYNN KREIZENBECKAdvisorregistration: current employment
Jun 1, 2020 to presentfactForm ADV
← Colton WelhavenAdvisorregistration: current employment
Jan 15, 2020 to presentfactForm ADV
← Daniel ReisbacherAdvisorregistration: current employment
Oct 18, 2018 to presentfactForm ADV
← TODD LEE BUCHANANAdvisorregistration: current employment
Jun 21, 2017 to presentfactForm ADV
← GARY BUCHANANAdvisorregistration: current employment
Jun 21, 2017 to presentfactForm ADV
← Erin Elizabeth DohertyAdvisorregistration: previous registration
Sep 26, 2024 to Apr 29, 2025factForm ADV
← JONATHAN T BRADLEYAdvisorregistration: previous registration
Apr 3, 2020 to Dec 31, 2024factForm ADV
← DAVID M WENTLANDAdvisorregistration: previous registration
Aug 28, 2020 to Feb 21, 2024factForm ADV
← MITCHELL JOSEPH OLDEWURTELAdvisorregistration: previous registration
Feb 8, 2021 to Oct 2, 2023factForm ADV
← VANESSA M MASONAdvisorregistration: previous registration
Aug 4, 2022 to Jun 9, 2023factForm ADV
← ERAINE JOHNSON PARKERAdvisorregistration: previous registration
Dec 14, 2018 to Feb 2, 2023factForm ADV
← SCOTT PHILBRICK BOWHAYAdvisorregistration: previous registration
Feb 10, 2022 to Dec 14, 2022factForm ADV
← STEVEN PHILIP KULESZAAdvisorregistration: previous registration
Oct 23, 2019 to Oct 18, 2022factForm ADV
← Stephen Jay MyersAdvisorregistration: previous registration
Feb 11, 2020 to Jun 1, 2021factForm ADV
← GEORGE MICHAEL HOSTALAdvisorregistration: previous registration
Jan 4, 2017 to Sep 1, 2020factForm ADV
and 6 more

Controls (5)

← JORDAN, CHRISTOPHER, SHANEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to Mar 27, 2024factForm ADV
← SANTAMARIA, KATRINA, PATRICIAOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 31, 2019 to Mar 27, 2024factForm ADV
← CRITES, MARCY, ANNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2019 to Mar 27, 2024factForm ADV
← KREIZENBECK, TARA, LYNNOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Aug 5, 2020 to Mar 27, 2024factForm ADV
← HOWELLS, MARK, STEPHENOwnerMANAGING MEMBER, ownership code E, individual
Jan 4, 2017 to Mar 27, 2024factForm ADV

Moved with (1)

← PROSPERA FINANCIAL SERVICES, INC.Registered adviser3 advisors, team lift out, same day
Jun 20, 2017 to Jun 22, 2017factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
Erin Elizabeth Doherty left Msh Capital Advisors Llc for First Command Advisory Services (registered 2026-07-09)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Jonathan T Bradley left Msh Capital Advisors Llc for Demeter Tactical Investments Corp. (registered 2025-01-09)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Shane Christopher Jordan (Chief Compliance Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Feb 21, 2024
Advisor changed firm
David M Wentland left Msh Capital Advisors Llc for Blueprint Financial Advisors (registered 2024-02-13)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Mitchell Joseph Oldewurtel left Msh Capital Advisors Llc for Private Client Services, Llc (registered 2023-09-22)
Form ADVobserved 6 days ago
Occurred
Jun 9, 2023
Advisor changed firm
Vanessa M Mason left Msh Capital Advisors Llc for Lpl Financial Llc (registered 2023-07-14)
Form ADVobserved 6 days ago
Occurred
Feb 2, 2023
Advisor changed firm
Eraine Johnson Parker left Msh Capital Advisors Llc for First Citizens Investor Services, Inc. (registered 2023-08-16)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Control person left
Johnson Eraine Parker (Chief Compliance Officer) no longer on Schedule A of Msh Capital Advisors Llc (listed 2022-09-30, absent 2023-02-01)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2022
Advisor changed firm
Scott Philbrick Bowhay left Msh Capital Advisors Llc for Investor Fan (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Oct 18, 2022
Advisor changed firm
Steven Philip Kulesza left Msh Capital Advisors Llc for Dynamic (registered 2022-11-28)
Form ADVobserved 6 days ago
Occurred
Sep 30, 2022
Control person left
Philip Steven Kulesza (Chief Operating Officer) no longer on Schedule A of Msh Capital Advisors Llc (listed 2022-03-30, absent 2022-09-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Msh Capital Advisors Llc reported RAUM $811.0M, up 81% from $447.2M (2021-11-29 to 2022-03-30)
Form ADVobserved 6 days ago
$364M
Occurred
Aug 5, 2020
Control person joined
Lynn Tara Kreizenbeck (Chief Development Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Philip Steven Kulesza (Chief Operating Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2019
Control person joined
Johnson Eraine Parker (Chief Compliance Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2019
Control person joined
Patricia Katrina Santamaria (Chief Operating Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Mar 31, 2019
Control person joined
Ann Marcy Crites (Chief Financial Officer) appeared on Schedule A of Msh Capital Advisors Llc
Form ADVobserved 6 days ago
Occurred
Jan 4, 2017
First Form ADV filing
Msh Capital Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4fed3d7c-3c32-ab9b-52bd-a43ab704d61a
First observed: Jan 4, 2017
Last observed: Apr 27, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MSH CAPITAL ADVISORS LLC

CRD 157835

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4fed3d7c-3c32-ab9b-52bd-a43ab704d61a

Data as of Apr 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD LEE BUCHANAN

n/a

RED LODGE, MT | SCOTTSDALE, AZ

yes

GARY BUCHANAN

n/a

BILLINGS, MT | SCOTTSDALE, AZ

yes

Daniel Reisbacher

n/a

SCOTTSDALE, AZ

yes

Colton Welhaven

n/a

BILLINGS, MT | SCOTTSDALE, AZ

n/a

yes

TARA LYNN KREIZENBECK

n/a

SCOTTSDALE, AZ

n/a

yes

THOMAS HENRY GOETZINGER

Chartered Financial Analyst

SCOTTSDALE, AZ

TODD MATTHEW LUKASIK

Chartered Financial Analyst

SCOTTSDALE, AZ

n/a

JACK H IGNATIUS

n/a

Salt Lake City, UT | SCOTTSDALE, AZ

n/a

yes

Michael Thomas Feeney

n/a

SCOTTSDALE, AZ

yes

SUSAN CHERRY POLLICK

n/a

SCOTTSDALE, AZ

yes

JOSEPH STONE THIEMAN

n/a

SCOTTSDALE, AZ | San Angelo, TX

yes

Seth Taylor Mayberry

n/a

SAN ANGELO, TX | SCOTTSDALE, AZ

yes

ANDREA LEE DONALDSON

n/a

SCOTTSDALE, AZ

yes

CARLTON LOUIS REED

n/a

SCOTTSDALE, AZ

yes

DAMON MARSHALL ZAHLMANN

n/a

SCOTTSDALE, AZ

yes

Travis Paul Jack

n/a

SCOTTSDALE, AZ

EVAN PAUL TROOP

n/a

SCOTTSDALE, AZ | DALLAS, TX

yes

KYLE NICHOLAS LANEY

n/a

SCOTTSDALE, AZ | DALLAS, TX

yes

DANIEL WILLIAM GIBSON

Chartered Financial Analyst

SCOTTSDALE, AZ | Dallas, TX

yes

JAMES CASSELL NICKENS

n/a

FISHERS, IN | SCOTTSDALE, AZ

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRITES, MARCY, ANN

CHIEF FINANCIAL OFFICER

yes

12/2019

Mar 31, 2019

Mar 27, 2024

HOWELLS, MARK, STEPHEN

MANAGING MEMBER

yes

05/2011

Jan 4, 2017

Mar 27, 2024

JORDAN, CHRISTOPHER, SHANE

CHIEF COMPLIANCE OFFICER

yes

03/2024

Mar 27, 2024

KREIZENBECK, TARA, LYNN

CHIEF OPERATING OFFICER

yes

08/2020

Aug 5, 2020

Mar 27, 2024

SANTAMARIA, KATRINA, PATRICIA

CHIEF EXECUTIVE OFFICER

yes

08/2020

Mar 31, 2019

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

M. S. HOWELLS & CO.

n/a

yes

n/a

MS INSENTRA LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Billings

United States

yes

SAN ANGELO

United States

yes

RED LODGE

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 27, 2026

$1.3B

$915M

n/a

2024

Apr 28, 2025

$1.1B

$677M

n/a

2023

Mar 27, 2024

$1.0B

$622M

n/a

2022

Mar 30, 2023

$849M

$445M

n/a

2021

Mar 30, 2022

$811M

$426M

n/a

2020

Mar 25, 2021

$447M

$186M

n/a

2019

Mar 30, 2020

$423M

$143M

n/a

2018

Mar 31, 2019

$438M

$115M

n/a

2017

Feb 14, 2018

$435M

$104M

n/a

2016

Jan 6, 2017

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.3B

$1.1B

23.0%

$849M

16.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PROSPERA FINANCIAL SERVICES, INC.

Jun 20, 2017

Jun 22, 2017

DALLAS, TX

Team lift out

Other

2.9%