Murray Securities, Inc.

Overview

Murray Securities, Inc. is a small, privately owned broker-dealer that provides discretionary portfolio management for individuals and small businesses. The firm operates primarily as a registered representative of a broker-dealer while also charging advisory fees on a percentage-of-AUM basis for managed portfolios. Its client base is focused on individual and family relationships rather than institutional or pension plans, and it does not position itself as an ESG-focused or multi-state advisory platform. Investment activity is concentrated on equity exposure delivered through exchange-traded instruments. The firm’s model appears oriented toward managing concentrated, account-level portfolios for a limited number of high-balance clients, using the broker-dealer channel to execute and service those accounts.

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Public Holdings

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Location & Offices