CRD: 300232
Murray Street Capital Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-11-2019
- Office Locations
- 1
Office Locations
About Murray Street Capital Advisors, LLC
Murray Street Capital Advisors provides personalized financial planning and actively managed, tactical asset-allocation portfolios for individuals and families as well as nonprofits and pension funds. The firm emphasizes downside protection and data-driven models that adapt to market conditions while pursuing long-term growth. Works with Schwab as a custodian partner.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.2% is discretionary and 4.8% is non-discretionary.
The firm reports 1 advisory representatives and 72 clients, or 72 clients per representative. That equates to $760.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
JORDAN MICHAEL ALHADEFF
Advisor, Chief Compliance Officer, Founder, Managing Member
- CRD
- #4902884
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,748,610 | $270,270 |
| Non-Discretionary | $0 | $333,333 |
| Total | $54,748,610 | $272,727 |
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Separately Managed Accounts
SMA allocation detail is available
Murray Street Capital Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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