MURRAY INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2023

Total AUM

$159M

Discretionary

$156M

98% of AUM

Avg account

$1.2M

Accounts

131

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 146921
Registered since: March 24, 2023
Website: www.murrayinvestment.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI94.15%
Corporations / Businesses3.23%
Individuals2.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Murray Investment Management, LLC is an independent, SEC‑registered RIA organized as an LLC and registered in 2023. The firm is individually owned and serves primarily individual and family clients. Its advisory offering centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fees are charged as a percentage of assets under management and via hourly engagement billing. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.