CRD: 146921
Murray Investment Management, LLC
$159.1M Total AUM
$156.0M Disc. AUM
11.3% 3Y CAGR
2 Employees
45 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta value
- Established Date
- 05-05-2008
- Office Locations
- 1
Office Locations
3900 Essex Lane, Suite 1150 Houston TX
About Murray Investment Management, LLC
Houston-based Murray Investment Management is a boutique wealth management firm serving individuals, families, and entrepreneurs with customized planning, including tax and estate planning, insurance, and portfolio construction. The firm’s investment approach centers on asset allocation using public funds, mutual funds, ETFs, and fixed income. Primary custodian is Fidelity/NFS.
Team overview
51 AVG AGE
$159.1M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
18.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Timber Signal alpha
Client Personas
Wave
Custodian
Eagle Atlas harbor Peak eagle
Investment Themes
Prime zenith North frontier Legacy summit
Investment Vehicles
Insight prime Alpha
Services
Value Insight catalyst Catalyst Momentum oak Horizon radial Wave eagle Catalyst fusion Foundation Beacon
Technology
Ember
Owner & Executives
SAMUEL THOMAS MURRAY
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #3275119
- Ownership
- 75% or more
(476) 421-3577
focus.bridge@bridgecapital.com
in linkedin.com/in/foundation-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,029,594 | $1,228,579 |
| Non-Discretionary | $3,112,368 | $778,092 |
| Total | $159,141,962 | $1,214,824 |
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Separately Managed Accounts
Total SMA Asset: $159,141,962
Public Funds:
14.2% Cash:
33.8% U.S. Government/Agency:
26.9% Equity - Exchange:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $305,379,024 | 14.2% |
| Cash | $726,888,100 | 33.8% |
| U.S. Government/Agency | $578,499,701 | 26.9% |
| Equity - Exchange | $539,789,684 | 25.1% |
| Total | $2,150,556,509 | 100.0% |