$1.3B Total AUM
$914.5M Disc. AUM
15.6% 3Y CAGR
35 Employees
2,361 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Bridge catalystAtlas matrix +more
- Established Date
- 05-01-2011
- Office Locations
- 8
Office Locations
107 12th ST West RED Lodge MT
23350 N Pima Road Scottsdale AZ
490 N 31st Street Suite 240 Billings MT
About MSH Capital Advisors LLC
MSH Capital Advisors LLC is an SEC-registered, fiduciary RIA based in Scottsdale, AZ, providing investment management and financial planning for individuals and business owners/entrepreneurs. Portfolios emphasize asset allocation using ETFs and public funds, with fixed income and select alternatives where appropriate. The firm also supports brokerage through affiliated M.S. Howells & Co. and insurance solutions via MS Insentra.
Team overview
43 AVG AGE
$96.2M AVG AUM / ADVISOR
$570.2K AVG AUM / CLIENT
4.8 yrs AVG TENURE
35 Employees
14 Advisory Reps
19 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Timber North quantum Wave Legacy Delta catalyst Vector oak Prime
Client Personas
Prime eagle Oak
CRM
Peak
Custodian
Delta vital Value Prime fusion Frontier Radial Unison Insight Capital catalyst Pioneer momentum Wave legacy Legacy ember Legacy Value north Alpha Value delta
Investment Themes
Momentum Pioneer Optima Foundation insight
Investment Vehicles
Vector
Platform
Ridge wave Ridge Legacy Prime wave
Services
Zenith wave Vector Ridge Radial legacy Peak eagle Delta capital Vertex radial
Technology
Crest focus Vector Harbor Atlas timber Meridian
Owner & Executives
MARK STEPHEN HOWELLS
Managing Member
- CRD
- #726921
- Ownership
- 75% or more
(958) 933-6405
matrix.peak@valuecapital.com
in linkedin.com/in/bridge-horizon
M
MARCY ANN CRITES
Chief Financial Officer
- CRD
- #6346298
- Ownership
- Less than 5%
(773) 755-8452
insight.quantum@vertexcapital.com
in linkedin.com/in/quantum-zenith
B
Bridge element
Meridian wave
- CRD
- #28941
- Ownership
- 5.2%
(580) 772-8293
wave.fusion@legacycapital.com
in linkedin.com/in/glacier-horizon
Showing 2 of 5 owners & executives
Unlock allContacts
GARY BUCHANAN
Investment Advisor
- CRD
- #868924
(790) 958-2258
oak.peak@zenithcapital.com
in linkedin.com/in/delta-ember
TODD LEE BUCHANAN
Investment Advisor
- CRD
- #4341354
(877) 513-6500
bridge.oak@alphacapital.com
in linkedin.com/in/timber-pioneer
W
Wave catalyst
Vertex oak
- CRD
- #39083
(304) 433-5359
summit.vertex@zenithcapital.com
in linkedin.com/in/glacier-pioneer
Showing 2 of 24 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $914,511,059 | $508,344 |
| Non-Discretionary | $431,785,472 | $766,937 |
| Total | $1,346,296,531 | $569,982 |
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Separately Managed Accounts
Total SMA Asset: $1,346,296,531
Equity - Exchange:
16.6% Public Funds:
8.4% U.S. Government/Agency:
6.4% Cash:
10.6% Corporate - Investment Grade:
6.6% Municipal Bonds:
17.6% Other:
15.9% Private Funds:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,276,913,043 | 16.6% |
| Public Funds | $646,148,769 | 8.4% |
| U.S. Government/Agency | $492,303,824 | 6.4% |
| Cash | $815,378,208 | 10.6% |
| Corporate - Investment Grade | $507,688,318 | 6.6% |
| Municipal Bonds | $1,353,835,516 | 17.6% |
| Other | $1,223,067,312 | 15.9% |
| Private Funds | $1,376,912,258 | 17.9% |
| Total | $7,692,247,248 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH SUMMIT | TIMBER VERTEX | D8MQBJK50 | CXQS | 2.16% | $78,523,492 |
| MERIDIAN PATHWAY FOCUS | PRIME CAPITAL | FVJT5WBIE | UJVGH | 4.08% | $26,260,238 |
| TIMBER FUSION PIONEER | FUSION HORIZON | APHV9SGZW | HMR | 3.69% | $32,275,075 |
| ELEMENT MOMENTUM VERTEX | WAVE MERIDIAN | NXAO4Z0NL | TWO | 2.74% | $15,809,788 |
| MOMENTUM FUSION | LEGACY MOMENTUM | CKVJ18N5O | DDBHE | 9.88% | $100,872,452 |
| HARBOR GLACIER RADIAL | BEACON INSIGHT | TONMJV45T | IPW | 2.86% | $38,373,338 |
| ATLAS ALPHA ATLAS | UNISON RIDGE | S5ZTIBZT2 | NZHAP | 6.45% | $47,192,759 |
| QUANTUM CREST | ELEMENT VERTEX | JYP1VBI1S | TPSOD | 8.01% | $85,326,874 |