MURPHY & MULLICK CAPITAL MANAGEMENT CORP
Firm details
- Headquarters
- SMITHTOWN, New York
- CRD number
- 328629
- Registered since
- August 9, 2024
- Website
- www.mmcmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.19%
- Individuals30.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Murphy & Mullick Capital Management Corp is an independent, SEC-registered RIA that serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser reports being an active ESG investor, indicating environmental, social, or governance considerations are incorporated into at least some investment decisions. The firm is owned by individuals and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Contacts
2 of 2ANUBHAV MULLICK
Co-FounderCRD 6084500
MICHAEL MURPHY
Co-FounderCRD 5294021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$65.7M in ETFs
94%
$62M
5%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $3.9M | 134,230 | 5.95% |
Location
SMITHTOWN, NY
SUFFOLK
Location
SMITHTOWN, NY
Headquartered in SMITHTOWN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 22 Lawrence Ave
- Time zone
- ET (UTC-5)
- Office locations
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