MSH Capital Advisors LLC
SEC RegisteredIntegrity. Trust. Results.
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.
Areas of expertise
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 segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,074 | $390M |
| High Net Worth Individuals | 183 | $607M |
| State/Municipal Entities | 12 | — |
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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