Evan P. Troop

MSH CAPITAL ADVISORS | Executive Director

DALLAS, TX 75202

CRD#: 6359623

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Professional summary

Evan Paul Troop, AIF®, who also goes by Evan Troop, is a registered financial advisor currently at MSH CAPITAL ADVISORS LLC located in Dallas, Texas and M. S. HOWELLS & CO. located in Dallas, Texas.

Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Evan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Biography

Evan Troop is an Executive Director with J.P. Morgan. Evan brings an institutional-quality approach, intellectual capital and enhanced fund capabilities to middle market clients. He partners with the investment bank and asset management group to deliver equity and fixed income execution, investment strategies, lending resources and cash management for corporates, family offices, RIA's, hedge funds and private equity firms. Evan was recognized in 2021 by Forbes as a Top Next-Gen Wealth Advisor.1
Taking a leadership path to financial services, Evan graduated summa cum laude from the United States Merchant Marine Academy with a B.S. in Marine Transportation, a commission in the United States Navy and a Third Mate Unlimited Tonnage license, which allows him to navigate commercial vessels. He worked for Transocean as a second officer aboard the Development Driller III, supporting notable projects that included the Macondo 252 relief-well operation, which successfully capped the BP oil spill in the Gulf of Mexico. Evan served and retired as a Lieutenant in the United States Naval Reserves with Military Sealift Command.
Switching gears, Evan earned an academic scholarship to the SMU Cox School of Business and completed his M.B.A. in Finance and Strategy. He began his career as a Private Banker at J.P. Morgan, where he advised family offices and high-net-worth individuals, and delivered resources for lending, trust and estate capabilities, and capital investment ideas. He joined J.P. Morgan in 2015 to provide clients with access to the firm's world-class products and services, and a broad suite of transactional, asset management and investment advisory strategies.
Evan is a Vice President of the North Texas Alumni Chapter for USMMA and a member of the Watermark church. He sits on the board at the Parenting Center, an organization dedicated to offering members and professionals the tools, resources and services to build successful outcomes.
Evan resides in Dallas, and enjoys spending time with family and friends, running, hockey, football, snowboarding, wakeboarding and playing guitar.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Troop

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Paul Troop's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 24, 2025 - Present

MSH CAPITAL ADVISORS LLC

Office #1: 901 Main St. Suite 5320, Dallas, TX 75202

RIA

CRD#: 157835

DALLAS, TX

Current

February 18, 2025 - Present

M. S. HOWELLS & CO.

Office #1: 901 Main St. Suite 5320, Dallas, TX 75202

CRD#: 104100

Dallas, TX

Past

December 17, 2015 - February 14, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

DALLAS, TX

Past

August 5, 2014 - February 14, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MSH CAPITAL ADVISORS LLC

CRD#: 157835 / SEC#: 801-108933

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

Arizona

Registered Investment Advisory firm - (2/27/2018 Terminated)

California

Registered Investment Advisory firm - (3/29/2018 Terminated)

Maryland

Registered Investment Advisory firm - (1/12/2017 Terminated)

New York

Registered Investment Advisory firm - (2/27/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(3/18/2025)

Alaska
(2/18/2025)

Arizona
(2/18/2025)

Arkansas
(4/28/2025)

California
(2/18/2025)

Colorado
(4/4/2025)

Connecticut
(2/18/2025)

Delaware
(3/3/2025)

District of Columbia
(2/18/2025)

Florida
(2/18/2025)

Georgia
(2/18/2025)

Hawaii
(3/25/2025)

Idaho
(2/21/2025)

Illinois
(3/20/2025)

Indiana
(2/18/2025)

Iowa
(2/18/2025)

Kansas
(2/18/2025)

Kentucky
(2/18/2025)

Louisiana
(2/18/2025)

Maine
(2/18/2025)

Maryland
(2/18/2025)

Massachusetts
(4/30/2025)

Michigan
(2/18/2025)

Minnesota
(2/20/2025)

Mississippi
(2/18/2025)

Missouri
(3/20/2025)

Montana
(2/18/2025)

Nebraska
(3/10/2025)

Nevada
(2/18/2025)

New Hampshire
(3/25/2025)

New Jersey
(2/18/2025)

New Mexico
(2/18/2025)

New York
(2/18/2025)

North Carolina
(2/18/2025)

North Dakota
(2/18/2025)

Ohio
(2/18/2025)

Oklahoma
(2/18/2025)

Oregon
(5/15/2025)

Pennsylvania
(2/18/2025)

Puerto Rico
(2/18/2025)

Rhode Island
(2/18/2025)

South Carolina
(2/18/2025)

South Dakota
(2/21/2025)

Texas
(2/18/2025)

IAR

Texas
(2/24/2025)

Utah
(3/11/2025)

Vermont
(2/18/2025)

Virginia
(2/18/2025)

Washington
(2/18/2025)

West Virginia
(2/18/2025)

Wisconsin
(2/18/2025)

Wyoming
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MSH CAPITAL ADVISORS LLC

CRD#: 157835 / SEC#: 801-108933

RIA

Registered Investment Advisory firm - (1/13/2017 Approved)

Arizona

Registered Investment Advisory firm - (2/27/2018 Terminated)

California

Registered Investment Advisory firm - (3/29/2018 Terminated)

Maryland

Registered Investment Advisory firm - (1/12/2017 Terminated)

New York

Registered Investment Advisory firm - (2/27/2018 Terminated)

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Contact information

Main Address

23350 N Pima Road, Scottsdale, AZ 85255-7153

Mailing Address

Phone number

(480) 563-2021

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MSH CAPITAL ADVISORS LLC DISCLOSURE BROCHURE APRIL 2025 (4/23/2025)

MSH CAPITAL ADVISORS LLC WRAP FEE BROCHURE APRIL 2025 (4/23/2025)

Regulatory assets under management

Total Number of Accounts	2,077
AUM (Assets Under Management)	$ 1,094,329,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Evan P. Troop

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Paul Troop's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

MSH CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2016

Series 63

Date: 9/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/5/2014

FINRA

Current Firm

MSH CAPITAL ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MSH CAPITAL ADVISORS LLC

TRUST BUT VERIFY

Contact information

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