Murphy Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Murphy Investment Advisors Inc. is an independent investment advisory firm that provides discretionary asset management primarily to high-net-worth individuals, overseeing about $92 million for roughly 34 clients. The firm builds individualized portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, and delivers ongoing account supervision with quarterly reporting from custodians.
The firm’s investment approach is grounded in fundamental analysis and employs both long‑term and short‑term purchase strategies tailored to each client’s objectives, risk tolerance and time horizon, with portfolio rebalancing at least quarterly. Cash management practices are conservative—using money market funds, certificates of deposit and high‑grade short‑term instruments to maintain liquidity—and clients may grant the firm discretionary trading authority or request account constraints on a case‑by‑case basis.
A distinctive feature is that the firm occasionally offers no‑fee educational seminars on money‑management topics, an offering that is uncommon among peers. The firm also documents formal proxy‑voting policies, maintains pre‑clearance and quarterly reporting for personal trading, and emphasizes compliance and recordkeeping practices alongside its custodial and brokerage recommendations.
Client services
Expertise
Fee options
Maximum annual fee of 1.00%, billed quarterly in advance on a pro-rata basis; fees are negotiable
Main office
140 S. Lake Avenue, Suite 223
Pasadena CA 91101
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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