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MSH CAPITAL ADVISORS LLC

SCOTTSDALE, AZ · CRD 157835 · IAPD ↗ · candorwealthadvisors.com · 480-563-2021

$1.35BRegulatory AUM
14Advisory reps
35Employees
0Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — MSH CAPITAL ADVISORS LLC changed its website from buchanancapitalinc.com to candorwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
73
April 2026 — MSH CAPITAL ADVISORS LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — MSH CAPITAL ADVISORS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — MSH CAPITAL ADVISORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — MSH CAPITAL ADVISORS LLC crossed $1B in regulatory AUM ($849.2M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.