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Msjc, LP (Coppell)


Msjc, LP is a large advisory firm based in Coppell. It manages $432.82 million of regulatory assets for 765 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arkansas, California, Georgia, and 4 other states.

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Msjc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Msjc: assets under management

The assets under management (AUM) of Msjc, LP is $432.82 million. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $224.15 million in discretionary accounts and $208.66 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.45 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Msjc, LP for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Brian Metford Chastain Vice president 1 Jan 1997 50% - 75% 1556616
Timothy Edward Ash Owner 1 Oct 2002 75% - 100% 1991712
Timothy Edward Ash Owner 1 Nov 2012 75% - 100% 1991712
Levi Glenn Mcmellian President 1 Dec 2012 25% - 50% 4516443
Brian Metford Chastain Vice president 1 Dec 2012 25% - 50% 1556616
Llc Ash Investment Fund Member 1 Dec 2012 25% - 50% 46-1432952
Levi Glenn Mc Mellian President 1 Dec 2012 25% - 50% 4516443
Aif Investments Llc Member 1 Jan 2013 25% - 50% 46-2080577
Timothy Edward Ash Owner and managing member 1 Jan 2013 75% - 100% 1991712
Llc Aif Investments Owner 1 Feb 2013 25% - 50% 46-2080577
Ash Financial Holdings Group Owner 1 Feb 2013 75% - 100% 13422394
Levi Glenn Mcmellian President 1 Dec 2015 25% - 50% 4516443
Brian Metford Chastain Vice president 1 Dec 2015 25% - 50% 1556616

Based in Coppell

The principal office where Msjc, LP performs its advisory services is located at 735 Plaza Boulevard, Coppell, TX 75019, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-637-9500 or by fax 214-637-9595. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at mycfo4life.com.


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