SourcingSourcing

MURRAY FINANCIAL GROUP, LLC

C48
CRD 157626·SEC 801-72585·ALBERT LEA, MN
AUM
$1.55B
$1B+
Est. Revenue
$15.5M
@ 1% on AUM
Est. EBITDA
$4.7M
@ 30% margin
Est. Deal Value
$37.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MURRAY FINANCIAL GROUP, LLC
CRD
157626
SEC file #
801-72585
EIN
—
DBA names
Isc Financial Advisors

Economics

AUM
$1.55B
AUM band
$1B+
AUM trajectory
'20'26
$625.0M → $1.55B▲ +148%
Client mix
Individuals Other955
Individuals High Net Worth307
Pension Profit Sharing Plans43
Charitable Organizations13

Operations

Employees (total)
17
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
8 advisors → 10 advisors▲ +25%
Primary office
ALBERT LEA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/04/2026
ADV-W filed at
—
Website
linkedin.com/company/208400(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURRAY, RICHARD, JOHN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MURRAY, RICHARD, JOHN
GARTNER, LAWRENCE, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Compensation
203,490
Form 5500 Compensation Trajectory 3y
2025178,438
202625,052
Form 5500 Plan Count Trajectory 3y
20254
20261
Schedule C Total Compensation
203,490
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1705
Soi Zip Pct 200k Plus
0.0333
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
637,045
Fdic Zip Total Deposits
13,896,398,000
Fdic Zip Branch Count
292
Fdic Zip Top Banks
Security Bank Minnesota
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
12
Bc Firm IAR Count
12
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Produce State BankAlbert Lea, MN
Security Bank MinnesotaAlbert Lea, MN
Fdic Zip HHI
1071.58
Fdic Zip Top Bank Share Pct
15.46
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,911
Returns2,860
Stub 2
AGI104,303
Returns2,780
Stub 3
AGI100,743
Returns1,650
Soi Zip Total Business Income
14,609
Soi Zip Total Cap Gains
22,558
Soi Zip Total Dividends
12,248
Soi Zip Total Returns
9,910
Top Owner CRD
1107727
Trust Company Affiliate
No

People (12)

12
MURRAY, RICHARD, JOHN
IAR · Direct Owner · 62.5%
1107727
MURRAY, JONATHAN, ORLO
IAR · Direct Owner · 17.5%
6296258
JAYNES, TIMOTHY, BURNS
IAR · Direct Owner · 17.5%
5550094
GARTNER, LAWRENCE, THOMAS
IAR · Direct Owner · 17.5%
4032969
CHAD DAVID DUPPONG
IAR
5130381
WENDY K BENNIS
IAR
6267816
MARK STEVEN SMED
IAR
2629097
Robert William Gadtke
IAR
7939987
Matthew H Bennis
IAR
6584574
CHARLES ALLAN ACHTERKIRCH
IAR
6253732
Benjamin Lundeen
IAR
7601253
ROBERT NOBLE PRENTISS
IAR
2149316