MC
MSH CAPITAL ADVISORS LLC
SEC RegisteredSCOTTSDALE, AZhttps://candorwealthadvisors.com480-563-2021
Assets Under Management
$1B–$5B
Employees
35
Office Locations
4 offices
Total Accounts
2362
About the firm
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
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,074 | $390M |
| High Net Worth Individuals | 183 | $607M |
| State/Municipal Entities | 12 | — |
0 total clients reported on Form ADV.
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
6 advisors in the directory
Andrea Lee Donaldson
Investment Adviser Representative
Daniel William Gibson
Investment Adviser Representative
Kyle Nicholas Laney
Investment Adviser Representative
Seth Taylor Mayberry
Investment Adviser Representative
Joseph Stone Thieman
Investment Adviser Representative
Evan Paul Troop
Investment Adviser Representative
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
Website
candorwealthadvisors.comPhone
480-563-2021Find an advisor that fits
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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.