Murphy & Mullick Capital Management Corp
Firm details
- Headquarters
- Smithtown, New York
- CRD number
- 328629
- Registered since
- August 9, 2024
- Website
- www.mmcmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.19%
- Individuals30.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Murphy & Mullick Capital Management Corp is an independent, SEC-registered RIA organized as a corporation and owned by individuals. The firm registered with the SEC in 2024 and serves individual and family clients. Its advisory practice centers on financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements. The firm reports itself as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Anubhav Mullick
PartnerCRD 6084500
Michael Murphy
PresidentCRD 5294021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 269Active vs passive
$78.9M in ETFs
95%
$74.9M
5%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $4.8M | 141,784 | 6.08% |
Location
Smithtown, NY
Suffolk
Location
Smithtown, NY
Headquartered in Smithtown, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 22 Lawrence Ave
- Time zone
- ET (UTC-5)
- Office locations
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