SourcingSourcing

MURRAY INVESTMENT MANAGEMENT, LLC

B59
CRD 146921·SEC 801-127514·HOUSTON, TX
AUM
$159.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$477K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MURRAY INVESTMENT MANAGEMENT, LLC
CRD
146921
SEC file #
801-127514
EIN
—
DBA names
—

Economics

AUM
$159.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$146.8M → $159.1M▲ +8%
Client mix
Individuals High Net Worth28
Individuals Other15

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
murrayinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURRAY, SAMUEL, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MURRAY, SAMUEL, THOMAS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MURRAYINVESTMENT.COM
Rdap Domain Creation Date
2008-05-15T23:32:03Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-15T23:32:03Z
Rdap Domain Last Changed
2026-03-16T19:28:56Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3275119
Trust Company Affiliate
No

People (1)

1
MURRAY, SAMUEL, THOMAS
IAR · Direct Owner · 87.5%
3275119