MURRAY FINANCIAL SERVICES, INC

Overview

Murray Financial Services, Inc. is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is owner-operated and became SEC-registered in 2022. Its client base mixes high-net-worth individuals and families alongside select institutional relationships. Fee arrangements are flexible and include percentage-of-assets (AUM) billing as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not market itself as an active ESG investor. Investment activity is centered on liquid, publicly traded products and credit instruments rather than private alternative strategies. Portfolio construction appears to favor pooled public funds and mutual funds as the backbone of client allocations, with corporate debt used to supplement income and credit exposure. Discretionary management is the dominant delivery model.

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Public Holdings

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Location & Offices