NPM Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 163237
- Registered since
- April 29, 2026
- Website
- www.npmconsulting.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.93%
- Individuals13.43%
- Pension & Profit Sharing Plans0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
NPM Consulting, LLC is an independent registered investment adviser that serves individual and family clients with a mix of portfolio management and financial planning. The firm acts as a capital allocator—selecting and overseeing third‑party managers in addition to running discretionary mandates directly. Its advisory scope includes portfolio management for individuals and small businesses, financial planning services, and the selection of other advisers, and the firm lists business activities that include CPO/CTA and accounting work, which aligns with an ability to implement or evaluate managed futures and other commodity-focused strategies. Fee arrangements combine asset‑based pricing and fixed fees. NPM Consulting does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm's model leans on external manager relationships for alternatives while using public mutual funds as a primary liquid vehicle for client portfolios.
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 Funds37%
- Exchange Traded Equities26%
- State & Local Bonds22%
- US Government Bonds8%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Neil Murphy
PresidentCRD 2945357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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