Murphy Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$78,000,000
Total clients
34
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$2,294,118
About
Murphy Investment Advisors is a registered investment adviser that provides ongoing asset management to high‑net‑worth individuals. The firm manages approximately $78 million across 34 client accounts and constructs diversified portfolios using individual stocks and bonds, mutual funds, ETFs, options and other public or private securities.
The firm relies on fundamental analysis and a combination of long‑ and short‑term strategies to align portfolios with clients’ investment objectives, risk tolerances and time horizons, with at least quarterly reviews and periodic rebalancing. Clients may grant discretionary trading authority or retain non‑discretionary control, and cash balances are often held conservatively in money‑market funds or FDIC‑insured instruments when appropriate.
A distinguishing operational feature is that the adviser periodically offers no‑charge educational seminars on money‑management topics. The firm recommends a custodial relationship with Schwab and leverages Schwab’s institutional services and third‑party research to support portfolio implementation and back‑office functions.
Client services
Expertise
Fee options
Maximum 1.00% annually; fees are negotiable and billed quarterly in advance on a pro-rata basis
Main office location
Murphy Investment Advisors, Inc.
140 S. Lake Ave., Ste. 223
Pasadena CA 91101, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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