Kyle Nicholas Laney
Investment adviser representative at Msh Capital Advisors LLC
20 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Msh Capital Advisors LLCMar 2025 to now
- M.S. Howells & Co.Feb 2025 to now
- Msh Capital Advisors dba Troop Capital LLC.Feb 2025 to now
- Newedge AdvisorsJan 2025 to Feb 2025
- Trifecta Capital Management, LLCSep 2024 to Jan 2025
- N/aDec 2023 to Aug 2024
- Delos Digital Asset ManagementJan 2023 to Dec 2023
- N/aApr 2022 to Jan 2023
- Bank of America N.A.May 2005 to Apr 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2005 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Msh Capital Advisors LLC
$1.3BAssets managed
2,361Clients
20Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5539478
- Firm CRD
- 157835