Dallas, TX Main St. 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
901 Main St., Suite 5320
Dallas TX 75202
Advisors at this office
2
Advisors at this office
Evan T
Series 63, Series 65
Dallas, TX
MSH Capital Advisors LLC
Evan Troop is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at MSH Capital Advisors and M.S. Howells & Co. since 2025 and has prior experience with JP Morgan Chase Bank NA and JP Morgan Securities LLC beginning in 2015. Outside of financial services, he owns Evan Troop Music LLC, a music royalties business, and is a passive investor in the retail company Pajama Hammocks. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and financial planning services, delivering advice through independent Investment Advisor Representatives who customize recommendations based on clients’ goals, risk tolerances, and time horizons.
Kyle L
Series 66
Dallas, TX
MSH Capital Advisors LLC
Kyle Laney is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding a Series 66 credential and bringing 11 years of industry experience. His prior work includes roles at Merrill and Bank of America N.A., where he spent 17 years, as well as positions at firms like NewEdge Advisors, Trifecta Capital Management, and Delos Digital Asset Management. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management through various programs and works with independent Investment Advisor Representatives who tailor recommendations based on client goals and risk tolerances.
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