Msh Capital Advisors Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $915M
- Clients
- 2,361
- Avg AUM / client
- $570K
- Accounts
- 2,362
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,074 | $390M | 28.9% |
| High net worth individuals | 183 | $607M | 45.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.12% |
| Charitable organizations | 12 | $14.4M | 1.07% |
| State or municipal government entities | 20 | $176M | 13.1% |
| Corporations and other businesses | 72 | $157M | 11.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rauch North America Inc 401(k) Profit Sharing Plan & Trust Rauch North America, Inc. | 2024 |
People (24)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Howells, Mark, Stephen | Managing Member | May 2011 (15y) | 75% or more | |
| Crites, Marcy, Ann | Chief Financial Officer | Dec 2019 (7y) | Less than 5% | |
| Tara Lynn Kreizenbeck | Chief Operating Officer | Jun 2020 (6y) | Less than 5% | |
| Santamaria, Katrina, Patricia | Chief Executive Officer | Aug 2020 (6y) | Less than 5% | |
| Jordan, Christopher, Shane | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Gary Buchanan | Registered representative | Jun 2017 (9y) | ||
| Todd Lee Buchanan | Registered representative | Jun 2017 (9y) | ||
| Daniel Reisbacher | Registered representative | Oct 2018 (8y) | ||
| Colton Welhaven | Registered representative | Jan 2020 (7y) | ||
| Thomas Henry Goetzinger | Registered representative | CFA | Aug 2020 (6y) | |
| Todd Matthew Lukasik | Registered representative | CFA | Oct 2020 (6y) | |
| Jack H Ignatius | Registered representative | Nov 2020 (6y) | ||
| Michael Thomas Feeney | Registered representative | Nov 2021 (5y) | ||
| Susan Cherry Pollick | Registered representative | Jan 2023 (4y) | ||
| Joseph Stone Thieman | Registered representative | Apr 2023 (3y) | ||
| Seth Taylor Mayberry | Registered representative | Apr 2023 (3y) | ||
| Andrea Lee Donaldson | Registered representative | Apr 2023 (3y) | ||
| Carlton Louis Reed | Registered representative | Sep 2023 (3y) | ||
| Damon Marshall Zahlmann | Registered representative | Oct 2023 (3y) | ||
| Travis Paul Jack | Registered representative | Feb 2025 (1y) | ||
| Evan Paul Troop | Registered representative | Feb 2025 (1y) | ||
| Kyle Nicholas Laney | Registered representative | Mar 2025 (1y) | ||
| Daniel William Gibson | Registered representative | CFA | Nov 2025 (1y) | |
| James Cassell Nickens | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rauch North America Inc 401(k) Profit Sharing Plan & Trust | Rauch North America, Inc. | 378 | $6.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (95% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗