Garrison Murphy Wealth Management, Llc
- Regulatory AUM
- $255M
- Discretionary
- $255M
- Clients
- 29
- Avg AUM / client
- $8.8M
- Accounts
- 134
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $850K | 0.33% |
| High net worth individuals | 25 | $208M | 81.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $46.5M | 18.2% |
| Charitable organizations | 1 | $101K | 0.04% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nickole Marie Garrison | Sole Owner | CFP | Jun 2018 (8y) | ≈ 37.5% – 75% via Twenty One Twenty Inc. |
| Todd Robert Murphy | Sole Owner | CFP CFA | Jun 2018 (8y) | ≈ 37.5% – 75% via Teem Eire Inc. |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Twenty One Twenty Inc. | Owner | Jul 2018 | A | 50% – 75% |
| Teem Eire Inc. | Owner | Jul 2018 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Nickole Marie Garrison: 75% – 100% of Twenty One Twenty Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Todd Robert Murphy: 75% – 100% of Teem Eire Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
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) | 05/19/2026 | 1.3 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $147M (58% of AUM) May 2026
- BNY Mellon $17.8M (10% of AUM) Nov 2021
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: May 19, 2026.
View current Form ADV (SEC/IAPD) ↗