RIA Intel›Advisers›California›MURPHIS, LLC

MURPHIS, LLC

Advisory

SAN LUIS OBISPO, CA

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in CA
#3,302
of 5,480 advisers by AUM
Average account
$165K
across 352 accounts
AUM per adviser
$58M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM
$58M
Discretionary %
100%
Clients
97
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients97
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ROI CAPITAL MANAGEMENT INC
GREENBRAE, CA
$58M
-11.1% 1Y
FARRAR, RHONDA SCHERBER
$58M
FORD THOMAS FRANCIS
MOUNTAIN VIEW, CA
$58M
-14.7% 1Y
ROBERTSON STEPHENS ASSET MANAGEMENT, INC.
SAN FRANCISCO, CA
$58M
SODIUM ADVISORS INC.
SANTA CLARA, CA
$58M
TRANSGLOBAL ADVISORY, LLC
MONROVIA, CA
$58M
+120.9% 1Y

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