MUHR ADVISORY GROUP

Overview

Muhr Advisory Group is a small, sole-proprietor wealth advisory practice focused on individuals and families. The firm charges fees as a percentage of assets under management and provides portfolio management for individual and small-business clients. It operates in both advisory and broker-dealer roles, which shapes the product mix it makes available to clients and how it implements portfolios. Investment activity shows a clear equity bias: exchange-traded equities comprise the bulk of invested assets and the firm lists equities as its preferred asset class. That equity focus is complemented by selective use of alternative exposures—real estate, commodities and oil & gas—which the adviser appears to employ to add diversification and return drivers outside the public markets. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices