MURRAY STREET CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$54.7M
Discretionary
$54.7M
100% of AUM
Avg account
$378K
Accounts
145
Employees
1
Advisory reps
1

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
300232
Registered since
March 22, 2019
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 31%, Cash & Cash Equivalents 6%, Other 3%, US Government Bonds 1%, State & Local Bonds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents6%
  • Other3%
  • US Government Bonds1%

Contacts

1 of 1
  • JORDAN ALHADEFF

    Founder & AdvisorCRD 4902884

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth