Murray Financial Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Chico, CA. Its latest Form ADV filing, dated March 26, 2026, reports $134M in regulatory assets under management, 3 employees, and 269 accounts.
Assets Under Management
$134M
Employees
3
Offices
--
Total Clients
132
Primary office
CHICO, CA
140 YELLOWSTONE DRIVE, SUITE 100, CHICO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
115
2
HNWI
10.6%
14
3
Corporations
1.5%
2
4
Pension Plans
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$134Mas of March 26, 2026
Discretionary99.4%
$133M
99% of total RAUM99.4%
Non-discretionary0.6%
$811K
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$134M
Total Accounts269
10Y AUM Change+$20M (+17.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.