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Murphy Pohlad Asset Management LLC

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Client assets under management

$616,557,403

Clients

113

79% high-net worth

Advisors

3

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

More info

Clients per advisor

38

Low

Average account size

$5,456,260

About

Murphy Pohlad Asset Management provides investment management and planning/collaboration services to individuals, trusts, estates, charitable organizations and certain businesses. The firm manages roughly $640 million—predominantly on a discretionary basis—for about 113 clients and typically requires a $2 million account minimum, subject to waiver.

Portfolios are implemented under tailored investment policy statements and range from broadly diversified allocations to focused portfolios of 30–35 individual stocks, with a stated emphasis on owning high-quality companies at attractive valuations and using bond ladders or short-duration fixed income to preserve principal and generate income. Planning services are integrated with investment management and include cash-flow analysis, strategies for concentrated company stock positions, and specialized work on equity compensation (incentive stock options, deferred compensation, employee stock purchase plans), as well as coordination with clients’ tax and estate advisers.

Compared with many peers, the firm manages a relatively large asset base with a compact, three-advisor team and recently disclosed an executive reorganization to a partner-led decision-making model with a new chief operating officer while retaining its compliance oversight. The brochure also highlights the firm’s frequent role in selecting municipal securities when authorized, its consolidated portfolio and tax reporting for CPA and estate collaboration, and its flexibility to manage accounts on either a discretionary or non-discretionary basis.

Client services

Portfolio management

Expertise

Concentrated stock management Retirement withdrawal strategies Equity compensation tax strategy

Fee options

Fixed

Negotiated fixed fee arrangements have been entered into with a few clients; specific amounts depend on assets, analysis, service level, and other factors.

Percentage

$0 - $5,000,000: 0.90% $5,000,000+: 0.70%

Other

Account minimum: $2,000,000 Minimum fee: Firm reserves the right to charge a minimum annual fee if the asset-based fee schedule results in a disproportionately small fee; specific minimum amount not stated.

Main office location

Murphy Pohlad Asset Management LLC

7480 Flying Cloud Drive, Suite 120

Eden Prairie MN 55344, United States

Number of offices

1

Most active in

More info

Florida · Illinois · Minnesota

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 952-948-2300

Advisors at this firm

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user avatar

John M

CFA®, Series 63

Eden Prairie, MN

Murphy Pohlad Asset Management LLC

John Murphy is a CFA® charterholder with 12 years of industry experience and a Series 63 license. He has been with Murphy Pohlad Asset Management LLC since 2002. Murphy Pohlad Asset Management LLC provides tailored investment management and financial planning services to individuals, trusts, estates, charitable organizations, and certain businesses. The firm employs a valuation-driven equity process and fixed-income laddering, serving primarily higher-balance households with complex employer-related holdings.

Concentrated stock management Retirement withdrawal strategies Equity compensation tax strategy
user avatar

Zachary W

Series 66

Eden Prairie, MN

Murphy Pohlad Asset Management LLC

Zachary Wallace is a financial advisor at Murphy Pohlad Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Murphy Pohlad since 2020. Prior to that, he was with Ameriprise Financial Services Inc and has experience in admissions at the University of Minnesota. Murphy Pohlad Asset Management provides tailored investment management and financial planning services to individuals, trusts, estates, charitable organizations, and certain businesses. The firm employs a valuation-driven equity process and fixed-income laddering, serving primarily higher-balance households with complex employer-related holdings.

Concentrated stock management Retirement withdrawal strategies Equity compensation tax strategy
user avatar

Aaron B

Series 63, Series 65

Eden Prairie, MN

Murphy Pohlad Asset Management LLC

Aaron Banke is a financial advisor at Murphy Pohlad Asset Management LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has been with Murphy Pohlad since 2016. Murphy Pohlad Asset Management LLC provides tailored investment management and financial planning services to individuals, trusts, estates, charitable organizations, and certain businesses. The firm employs a valuation-driven equity process and fixed-income laddering, serving a relatively small client base focused on higher-balance households and complex employer-related holdings.

Concentrated stock management Retirement withdrawal strategies Equity compensation tax strategy
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