Murray Ruffell

Overview

Murray Ruffell is a sole proprietorship run by Murray Ruffell that provides portfolio management primarily for individual and family clients and for small businesses. The firm charges fees based on a percentage of assets under management and does not operate as a capital allocator or affiliated multi-adviser platform. Its practice is narrowly focused: advisory activity listed is portfolio management rather than institutional consulting, and it reports no active ESG investing program or pension-consulting business. The adviser is organized as an individual-owned enterprise rather than a registered RIA network or wirehouse-style operation. Filings classify the practice as unclassified, and it is not identified as a multi-state or newly formed adviser. Service delivery appears client-centric and fee-based, aimed at managing discretionary relationships for a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives