Billings, MT Office
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MSH Capital Advisors LLC
Team
Firm-wide stats for MSH Capital Advisors LLC
About
MSH Capital Advisors provides investment advisory and financial planning services to a broad client base that includes individuals, high‑net‑worth clients, retirement plans, trusts and estates, foundations and state or municipal government entities. The firm offers portfolio management through wrap and non‑wrap programs, retirement plan consulting, securities‑based lending options, and one‑time or ongoing financial planning services.
MSHCA delivers advice through a network of independent Investment Advisor Representatives (IARs) who may manage accounts on a discretionary or non‑discretionary basis and who tailor recommendations to clients’ goals, risk tolerances, and time horizons. The firm uses due diligence and annual reviews for unaffiliated Sub‑Advisers—providing access to specialized strategies (including options‑based income and model‑driven approaches)—and relies on third‑party technology platforms and custodians (Schwab, Goldman Sachs/Folio, and Pershing) to support portfolio implementation and reporting.
This firm’s structure includes several features that distinguish it from many multi‑team peers: many IARs are also registered representatives of the affiliated broker‑dealer M.S. Howells & Co., and some IARs are licensed insurance agents tied to an affiliated insurance agency (MS Insentra LLC), arrangements that the brochure discloses can result in commission‑based compensation and related conflicts of interest. MSHCA also works with co‑branded marketing brands and outside promoters, and explicitly serves state and municipal government clients—elements the firm identifies and discloses as part of its supervisory, compensation, and referral practices.
Based on MSH Capital Advisors LLC
Expertise
Based on MSH Capital Advisors LLC
Location
490 N 31 Street, Suite 240
Billings MT 59101
Advisors at this office
2
Advisors at this office
Gary B
Series 63, Series 65
Billings, MT
MSH Capital Advisors LLC
Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.
Colton W
Series 66
Billings, MT
MSH Capital Advisors LLC
Colton Welhaven is a financial advisor with MSH Capital Advisors LLC in Billings, MT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Interstate Bank and Wipfli LLP. Welhaven serves on the boards of the Billings Catholic Schools Foundation and Rocky Mountain College, where he chairs the finance committee, and he is also involved with the Billings Chamber of Commerce Finance Committee and Foundation Board. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent advisors using specialized strategies and third-party platforms.
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