M
Murray Strategic Investment LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$140,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Murray Strategic Investment LLC is a state-registered investment adviser that provides investment management, comprehensive financial planning, employer retirement plan and IRA advisory, and project-based consulting. The firm reports $140,000 in assets under management and currently manages those assets on a non-discretionary basis, while introducing discretionary authority as an option in 2025.
The firm’s investment process emphasizes Modern Portfolio Theory, a mix of passive funds and fundamental/technical analysis, and a written Investment Policy Statement with quarterly monitoring and reviews. Trade execution differs by account type: non-discretionary clients must approve transactions before execution, whereas discretionary accounts (when authorized) permit block trading and use of model and tax-management tools available through the firm’s preferred custodian platform.
Noteworthy aspects include a service mix that extends beyond individual clients to cover charitable organizations, employer plans, and various business clients, which is atypical for a small manager with limited AUM. The firm discloses an affiliation with a mortgage brokerage owned by the same principal and an institutional relationship with a preferred custodian that provides technology and model access; both relationships and the principal’s approximately 20–40 hour weekly time allocation to the mortgage business are disclosed as potential conflicts and clients may choose other custodians or providers.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial plan fee ranges from $1,000 to $3,000 (one-time fee)
$0 - $100,000: $1,000 flat fee per year $100,001 - $200,000: 0.80% $200,001 - $500,000: 0.70% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.40%
$150 per hour
Minimum fee: $1000 flat fee per year for accounts with $0–$100,000 AUM
Main office location
Murray Strategic Investment LLC
Detroit MI, United States
Number of offices
1
Most active in
Murray Strategic Investment LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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