CRD: 328629
Murphy & Mullick Capital Management Corp
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-09-2024
- Office Locations
- 1
Office Locations
About Murphy & Mullick Capital Management Corp
Murphy & Mullick Capital Management provides wealth management and retirement-focused planning, including portfolio construction, risk management, and estate strategy. The firm works with entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth clients. Affiliated with Osaic Wealth, Inc., with client access via NetXInvestor and custody relationships that include Schwab and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANUBHAV MULLICK
Chief Compliance Officer
- CRD
- #6084500
- Ownership
- 50% but less than 75%
MICHAEL JOHN MURPHY
Financial Advisor
- CRD
- #5294021
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,100,000 | $399,312 |
| Non-Discretionary | $0 | -- |
| Total | $174,100,000 | $399,312 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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