Murray Investment Management LLC

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Assets, Funds, Holdings

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Murray Investment Management LLC
CRD #146921
SEC #801-127514
CIK #
AUM $146.8 M (2025-03-18)
Employees 2 (50% Investors, 0% Brokers)
Phone713-850-7444
Address3900 Essex Lane, Suite 1150
Houston, TX 77027
Source [IAPD] [Website]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 16 4.5
(b) Individuals (high net worth individuals) 28 136.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 5.4
(n) Other 0 0.0
Total 139 146.8
By Discretionary
Discretionary 135 143.7
Non-Discretionary 4 3.1
Total 139 146.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 146.8
Total 139 146.8
Comparable Firms State AUM ($B)
Voyage Wealth Management LLC
0.1
TLC Group Investment Advisors LLC
PA 0.1
Avrio Wealth PTE Ltd
0.1
Collar Capital Management LLC
WI 0.1
Read & Powell Financial Services LLC
NV 0.1
Private Wealth Management of North Carolina LLC
NC 0.1
Zinnia Wealth Advisory LLC
FL 0.1
Investment Insight Wealth Management LLC
0.1
Korving & Company LLC
VA 0.1
Preston Advisory Services LLC
AZ 0.1
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