Murray Securities, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$104,000,000
Total clients
62
58% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$1,677,419
About
Murray Securities provides discretionary portfolio management to individual retail clients, including both high net worth and non‑HNW investors, with portfolios invested primarily in stocks, corporate bonds, mutual funds and ETFs. The firm reports about $104 million in assets under management across 62 accounts and tailors strategies to objectives such as growth, growth with income, or income with growth.
The firm combines fundamental and technical analysis to guide investment decisions, conducts monthly reviews of holdings, and implements portfolios on a discretionary basis while allowing clients to impose written restrictions. Transactions are executed through an affiliated broker‑dealer and cleared by Hilltop Holdings; for advisory accounts the firm states it does not charge commissions on trades and converts transferred mutual funds to no‑load share classes when applicable.
A distinctive feature is the firm’s dual role as both a registered investment adviser and an affiliated broker‑dealer with dually registered representatives and shared employees—a structure the brochure acknowledges as a potential conflict that Murray Securities says it monitors. The firm also does not accept proxy‑voting authority for client securities and indicates it negotiates fee arrangements for very large or predominantly fixed‑income accounts, practices that differ from many peers.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,001+: 0.75% annually
Fee-only: Fee based on assets under management with tiered rates as above; no commissions or transaction fees charged by the advisor
Main office location
Murray Securities, Inc.
909 Ese Loop 323, Suite 200
Tyler TX 75701, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
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