# MSH CAPITAL ADVISORS LLC

MSH CAPITAL ADVISORS LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 157835
- Type: SEC-registered investment adviser
- SEC file number: 801-108933
- Location: 23350 N PIMA ROAD, SCOTTSDALE, AZ, 85255-7153
- Phone: 480-563-2021
- Latest filing: 2026-04-27
- Regulatory AUM: $1.3B
- Discretionary AUM: $914.5M
- Non-discretionary AUM: $431.8M
- Clients: 35
- Accounts: 2,362

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Parker Johnson | CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Mark Stephen Howells | MANAGING MEMBER | — |
| Katrina Patricia Santamaria | CHIEF  EXECUTIVE OFFICER | — |
| Marcy Ann Crites | CHIEF FINANCIAL OFFICER | — |
| Tara Lynn Kreizenbeck | CHIEF OPERATING OFFICER | — |
| Christopher Shane Jordan | CHIEF COMPLIANCE OFFICER | — |
| GEBERT JULIE JANE | CCO | — |
| HOWELLS MARK STEPHEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| JORDAN CHRISTOPHER SHANE | CHIEF COMPLIANCE OFFICER | — |
| SANTAMARIA KATRINA PATRICIA | CHIEF  EXECUTIVE OFFICER; CHIEF  OF STAFF; CHIEF OPERATING OFFICER | — |
| CRITES MARCY ANN | CHIEF FINANCIAL OFFICER | — |
| KULESZA STEVEN PHILIP | CHIEF OPERATING OFFICER | — |
| Kreizenbeck Tara Lynn | CHIEF COMPLIANCE OFFICER; CHIEF DEVELOPMENT OFFICER; CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157835/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157835/similar
- Related entities: https://search.stillhousedata.com/firm/157835/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157835

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.