Murphy Pohlad Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Murphy Pohlad Asset Management provides investment management to individuals, trusts, estates, charitable organizations and certain business entities, with a client base that includes high‑net‑worth households. The firm’s services are delivered on a discretionary or non‑discretionary basis and are primarily compensated through asset‑based fees.
The firm develops a written investment policy statement for each client and tailors portfolios that range from broadly diversified allocations to focused holdings of roughly 30–35 individual stocks. Its investment process emphasizes fundamental analysis of company financials and management, valuation discipline for equity selection, laddered fixed‑income strategies, and efforts to limit trading to reduce costs and turnover.
Murphy Pohlad does not offer standalone comprehensive financial planning in the manner some peers do; instead it provides planning and collaboration services tightly integrated with portfolio management, such as consolidated portfolio reporting, cash‑flow and distribution analysis, strategies for concentrated company stock and employee equity compensation (ISOs/ESPPs/deferred compensation), and coordination with clients’ CPAs and estate advisors. The firm also operates with a small advisory team managing roughly $640 million in assets, typically works through client‑directed custodians (many clients use Schwab), and generally requires a $2 million account minimum (subject to waiver).
Client services
Expertise
Fee options
Negotiated fixed fees with a few clients; amount depends on assets, asset nature, analysis type, level of service
$0 - $5,000,000: 0.90% $5,000,000+: 0.70%
Account minimum: $2,000,000
Main office
7480 Flying Cloud Drive, Suite 120
Eden Prairie MN 55344
Advisors at this office
3
Most active in
Florida · Illinois · Minnesota
Also doing business as
Murphy Asset Management LLC · Murphy Pohlad Asset Management LLC
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.
Advisors at this firm
John M
CFA®, Series 63
Eden Prairie, MN
Murphy Pohlad Asset Management LLC
John Murphy is a CFA® charterholder with 12 years of industry experience and has been with Murphy Pohlad Asset Management LLC for 24 years. He holds a Series 63 license and is based in Eden Prairie, MN. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and laddered fixed-income strategies, providing tailored portfolio management integrated with planning and collaboration services.
Thomas P
Eden Prairie, MN
Murphy Pohlad Asset Management LLC
Thomas Pohlad is a financial advisor at Murphy Pohlad Asset Management LLC with 12 years of industry experience. He has been with Murphy Pohlad Asset Management since 2002. Murphy Pohlad Asset Management serves individuals, trusts, estates, charitable organizations, and certain business entities, including high-net-worth households. The firm provides tailored investment management based on fundamental analysis and valuation discipline, with portfolio strategies ranging from diversified allocations to focused stock holdings.
Zachary W
Series 66
Eden Prairie, MN
Murphy Pohlad Asset Management LLC
Zachary Wallace is a financial advisor at Murphy Pohlad Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Murphy Pohlad since 2020. Prior to that, he was with Ameriprise Financial Services and Robert Half, and also spent three years at the University of Minnesota Office of Admissions. Murphy Pohlad Asset Management delivers investment management services to individuals, trusts, estates, charitable organizations, and select business entities, including high-net-worth households. The firm emphasizes fundamental analysis, valuation discipline, and cost-conscious trading strategies while integrating financial planning and portfolio management through tailored investment policy statements.
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