AdFi
MC

MSH Capital Advisors LLC

SEC Registered

Integrity. Trust. Results.

Scottsdale, AZhttps://candorwealthadvisors.com480-563-2021
Assets Under Management
$1B–$5B
Year Founded
2020
Employees
35
Office Locations
4 offices
Total Accounts
2362

About the firm

Founded in 2020, Candor Wealth Advisors is an independent, fee-only, fiduciary Investment Advisory Representative. The firm uses its partners' collective 20+ years as investment research analysts to provide customized investment and wealth management services, being straightforward, honest, and transparent with clients.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Fee-onlyFiduciaryInvestment PortfoliosWealth ManagementFinancial PlanningRetirement PlanningBusiness Owner ServicesAsset AllocationIndividual StocksRisk ManagementWealth Accumulation

Services

Fully-managed customized investment portfolios, fully-managed individual stock models, wealth management and financial planning, wealth accumulation strategies, business owner wealth diversification strategies and business sale transition planning, and retirement and other life event transition planning.

Who they serve

Business owners, corporate executives and other professionals, retirees, and families with multi-generational considerations.

Client segmentClientsAssets managed
Individuals (Non-HNW)2,074$390M
High Net Worth Individuals183$607M
State/Municipal Entities12

Leadership

Mark Stephen Howells
MANAGING MEMBER
Mark Stephen Howells
CHIEF COMPLIANCE OFFICER

Office locations

4 offices in 3 states
AZ
ScottsdaleHQ
MT
Billings
TX
San Angelo
MT
Red Lodge

Advisors at this firm

20 advisors in the directory

Regulatory & compliance

CRD number
#157835
SEC Number
801-108933
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Minimum: $5,000 (waivable)

Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MSH Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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