San Angelo, TX 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
502 S Koenigheim St
San Angelo TX 76903
Advisors at this office
2
Advisors at this office
Joseph T
Series 63, Series 66
San Angelo, TX
MSH Capital Advisors LLC
Joseph Thieman is a financial advisor with MSH Capital Advisors LLC in San Angelo, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has held advisory roles at Thieman Investment & Retirement Services, Thieman-Stinnett Investment & Retirement Services, and M. S. Howells & Co. Thieman is also actively involved in his community, serving on the boards of the San Angelo Chamber of Commerce, the San Angelo Performing Arts Center as president, and West Texas Rehab. Outside of finance, he manages a family ranch and owns an LLC that organizes an annual community Christmas event. 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 delivers tailored portfolio management and planning through a network of independent advisers, utilizing a variety of investment strategies and third-party platforms to support implementation and reporting.
Seth M
Series 66
San Angelo, TX
MSH Capital Advisors LLC
Seth Mayberry is a Financial Advisor at MSH Capital Advisors LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Thieman Investment & Retirement Services, Momentum Independent Network Inc., and Freeman Buick GMC. Mayberry serves on multiple nonprofit boards in San Angelo, including the Leadership San Angelo Alumni Association, Concho Valley Workforce Development Board, Meals for the Elderly Board, United Way of Concho Valley, and Scouting America’s Texas Southwest Council. MSH Capital Advisors LLC is an SEC-registered adviser managing approximately $1.09 billion through a network of 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.
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