Murphis, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 156420
· San Luis Obispo, CA
· WWW.RIGHTBRAINMONEY.COM
☆ Save with Pro
ADV data as of Mar 21, 2026
- Regulatory AUM
- $58.1M
- Discretionary
- $58.1M
- Clients
- 97
- Avg AUM / client
- $599K
- Accounts
- 352
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $6.2M | 10.7% |
| High net worth individuals | 63 | $50.5M | 86.9% |
| Pension and profit sharing plans | 1 | $1.4M | 2.41% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shawn Alan Murphy | Registered representative | CFP | Aug 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/21/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FEE SHARING VIA SOLICITOR'S AGREEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $8.7M (15% of AUM) Mar 2026
- Allianz Life Financial Services, Llc $910K (2% of AUM) Mar 2026
- Pershing $492K (1% of AUM) Mar 2026
- Corebridge Capital Services, Inc. $250K (0% of AUM) Mar 2026
- Nationwide Securities, Llc $140K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 21, 2026.
View current Form ADV (SEC/IAPD) ↗