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| Keyboard |
| Murray Investment Management LLC
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|---|---|
| CRD # | 146921 |
| SEC # | 801-127514 |
| CIK # | |
| AUM | 159.1 M (2026-03-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 713-850-7444 |
| Address | 3900 Essex Lane, Suite 1150 Houston, TX 77027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.2 |
| (b) Individuals (high net worth individuals) | 28 | 149.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 159.1 |
| By Discretionary | ||
| Discretionary | 127 | 156.0 |
| Non-Discretionary | 4 | 3.1 |
| Total | 131 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 131 | 159.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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159.4 M | |
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Adare Asset Management LLC
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|
USA Financial & Tax Services LLC
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Modern Dollar Planning LLC
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|
HDA Wealth Management LLC
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|
SKA Financial Services Inc
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|
Retirement Income Strategies LLC
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|
Todd Wealth Management LLC
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|
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