MURRAY STREET CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 300232
- Registered since
- March 22, 2019
- Website
- www.murraystreetcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.83%
- Individuals32.58%
- Corporations / Businesses10.58%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Murray Street Capital Advisors, LLC is an independent registered investment adviser and capital allocator that focuses on serving individuals, families and smaller institutional clients. SEC registration began in 2019 and the firm is organized as a limited liability company owned by an individual. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also operates as an insurance broker, integrating insurance solutions with its investment advice. Investmently, Murray Street Capital favors public funds and mutual funds as the primary building blocks of client portfolios, while retaining the capability to place capital with outside managers and alternative vehicles. The firm does not identify as an active ESG investor and it does not present itself as a multi‑state pension consultant. Fee arrangements include percentage‑of‑AUM billing and fixed fees, which supports both continuous asset management engagements and project‑based planning work.
Assets & Accounts
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 Funds58%
- Exchange Traded Equities31%
- Cash & Cash Equivalents6%
- Other3%
- US Government Bonds1%
Contacts
1 of 1JORDAN ALHADEFF
Founder & AdvisorCRD 4902884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
BROWARD
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- BROWARD
- Address
- 1845 SE 4th Ave
- Time zone
- ET (UTC-5)
- Office locations
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