MSH CAPITAL ADVISORS LLC

CRD

157835

SEC file #

801-108933

EIN

455070511

DBA names

—

Economics

AUM

$1.35B

AUM band

$1B+

AUM trajectory

'20 · $438.2M

'21 · $422.8M

'22 · $447.2M

'23 · $811.0M

'25 · $1.09B

'26 · $1.35B

'20'26

$438.2M → $1.35B▲ +207%

sec adv history

Client mix

Individuals Other	2,074
Individuals High Net Worth	183
Corporations	72
State Or Municipal Govt	20
Charitable Organizations	12

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 6 advisors

'22 · 11 advisors

'23 · 12 advisors

'25 · 11 advisors

'26 · 14 advisors

'20'26

5 advisors → 14 advisors▲ +180%

sec adv history

Primary office

SCOTTSDALE AZ

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

04/27/2026

ADV-W filed at

—

Website

candorwealthadvisors.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

HOWELLS, MARK, STEPHEN

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

HOWELLS, MARK, STEPHEN

CRITES, MARCY, ANN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CANDORWEALTHADVISORS.COM

Rdap Domain Creation Date

2020-07-20T18:42:16Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

25,044

Form 5500 Compensation Trajectory 3y

2025

25,044

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

25,044

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001529578

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2011-11-01

Edgar Last Filing Date

2011-11-01

Edgar Form D Count

Edgar Form D Offerings

2011-11-012011-11-01 · 0001209191-11-053425

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	9
E*trade	4

adv brochure

Edgar Addresses

Mailing

20555 NORTH PIMA ROAD, SUITE 100SCOTTSDALE, AZ 85255

Business

20555 NORTH PIMA ROAD, SUITE 100SCOTTSDALE, AZ 85255

Edgar EIN

455070511

Edgar Recent Filings

D2011-11-01 · 0001209191-11-053425

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-20T18:42:16Z

Rdap Domain Last Changed

2025-07-19T08:54:31Z

Rdap Nameservers

Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Top Owner CRD

726921

Trust Company Affiliate