Murray Financial Group, Llc
- Regulatory AUM
- $1.6B
- Discretionary
- $1.2B
- Clients
- 1,318
- Avg AUM / client
- $1.2M
- Accounts
- 3,687
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 955 | $272M | 17.5% |
| High net worth individuals | 307 | $918M | 59.2% |
| Pension and profit sharing plans | 43 | $350M | 22.5% |
| Charitable organizations | 13 | $11.8M | 0.76% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Holden Farms, Inc. 401(k) Profit Sharing Plan & Trust Holden Farms, Inc. | 2024 | |
| Crossroads Trailer Sales & Service, Inc. 401(k) Employee Savings & Crossroads Trailer Sales & Service, Inc. | 2024 | |
| Hawkins Ash Cpas, Llp Retirement Plan Hawkins Ash Cpas, Llp | La Crosse, WI | 2024 |
| Tony Downs Foods Company 401(k) Profit Sharing Plan And Trust Tony Downs Foods Company | 2024 | |
| Blue Stone Therapy 401(k) Plan Blue Stone Therapy, Inc. | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard John Murray | Managing Member And Chief Compliance Officer | Apr 2011 (15y) | 50% – 75% | |
| Jonathan Orlo Murray | Minority Owner | Jan 2014 (13y) | 10% – 25% | |
| Lawrence Thomas Gartner | Minority Owner | CFP | Jan 2014 (13y) | 10% – 25% |
| Timothy Burns Jaynes | Minority Owner | Jan 2024 (3y) | 10% – 25% | |
| Mark Steven Smed | Registered representative | Jan 2014 (13y) | ||
| Chad David Duppong | Registered representative | CFP Chartered Financial Consultant | Sep 2016 (10y) | |
| Wendy K Bennis | Registered representative | Mar 2022 (4y) | ||
| Matthew H Bennis | Registered representative | Jun 2024 (2y) | ||
| Robert William Gadtke | Registered representative | Jul 2024 (2y) | ||
| Benjamin Lundeen | Registered representative | Jun 2025 (1y) | ||
| Charles Allan Achterkirch | Registered representative | CFP | Jan 2026 (1y) | |
| Robert Noble Prentiss | Registered representative | Chartered Financial Consultant | Apr 2026 (0y) | |
| Benjamin William Sand | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Holden Farms, Inc. 401(k) Profit Sharing Plan & Trust | Holden Farms, Inc. | 177 | $17.3M | 10/01/2024 |
| Crossroads Trailer Sales & Service, Inc. 401(k) Employee Savings & | Crossroads Trailer Sales & Service, Inc. | 122 | $10.5M | 09/01/2024 |
| Hawkins Ash Cpas, Llp Retirement Plan | Hawkins Ash Cpas, Llp | 215 | $34.1M | 01/01/2024 |
| Tony Downs Foods Company 401(k) Profit Sharing Plan And Trust | Tony Downs Foods Company | 571 | $28.4M | 01/01/2024 |
| Blue Stone Therapy 401(k) Plan | Blue Stone Therapy, Inc. | 796 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 943 KB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (77% of AUM) Feb 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: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗