CRD: 146921
Murray Investment Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-05-2008
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 5, 2026, reported AUM increased 8.4%, from $146.8M to $159.1M.
Across 4 reported observations, AUM increased 37.8% between February 21, 2023 and March 5, 2026, from $115.5M to $159.1M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 1 advisory representatives and 45 clients, or 45 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SAMUEL THOMAS MURRAY
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #3275119
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Murray Investment Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.