Murray Street Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,955,399
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
71
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$689,513
About
Murray Street Capital Advisors provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. In addition to portfolio management and planning, the firm offers retirement‑plan advisory services that include ERISA 3(21) investment oversight, investment policy statement design, vendor analysis and participant enrollment/education support.
The firm constructs customized portfolios primarily using diversified mutual funds and ETFs and may include individual stocks or bonds when appropriate, offering both discretionary and non‑discretionary management. Its process combines a long‑term strategic allocation with a tactical asset‑allocation overlay and employs fundamental, technical, charting and cyclical analysis; Murray Street may also recommend unaffiliated independent managers when suitable.
Noteworthy distinctions disclosed in the brochure are that certain advisory personnel are also licensed insurance professionals who may earn commissions for insurance sales, which the firm identifies as a potential conflict of interest. The practice of serving corporate/business clients and acting in ERISA fiduciary roles for retirement plans, alongside standard individual wealth management, is less common among peer independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.25% annually $10,000,000+: 0.10% annually
Certain Advisory Persons are licensed insurance professionals and may earn commissions on insurance product sales separate from advisory fees.
Fee-only: Advisory fees as per tiered schedule; fees negotiable; do not exceed 2.00% annually; fees charged monthly in arrears based on assets under management.
Main office location
Murray Street Capital Advisors, LLC
1845 Se 4 Th Ave
Fort Lauderdale FL 33316, United States
Number of offices
1
Most active in
Murray Street Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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
Quick links
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