NPM Consulting, LLC

RIASEC RegisteredEst. 2026
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$2M
Accounts
57
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
163237
Registered since
April 29, 2026
Custodians
CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI85.93%
  • Individuals13.43%
  • Pension & Profit Sharing Plans0.63%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

NPM Consulting, LLC is an independent registered investment adviser that serves individual and family clients with a mix of portfolio management and financial planning. The firm acts as a capital allocator—selecting and overseeing third‑party managers in addition to running discretionary mandates directly. Its advisory scope includes portfolio management for individuals and small businesses, financial planning services, and the selection of other advisers, and the firm lists business activities that include CPO/CTA and accounting work, which aligns with an ability to implement or evaluate managed futures and other commodity-focused strategies. Fee arrangements combine asset‑based pricing and fixed fees. NPM Consulting does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm's model leans on external manager relationships for alternatives while using public mutual funds as a primary liquid vehicle for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 26%, State & Local Bonds 22%, US Government Bonds 8%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities26%
  • State & Local Bonds22%
  • US Government Bonds8%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Neil Murphy

    Neil Murphy

    PresidentCRD 2945357

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth