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Troy Coleman Murphy

Investment Adviser Representative at Black Diamond Financial, LLC

San Francisco, CACRD #7277531Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Troy Coleman Murphy is an investment adviser representative with Black Diamond Financial, LLC in San Francisco, CA, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Goldman Sachs & Co. LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/29/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/10/2021
Series 7
General Securities Representative Examination
Passed 8/5/2021
SIE
Securities Industry Essentials Examination
Passed 7/9/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Black Diamond Financial, LLCCurrent
7/29/2025 – San Francisco, CA
Goldman Sachs & Co. LLC
8/5/2021 – 6/18/2025San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Goldman Sachs
    Jun 2021 – Jun 2025San Francisco, CA
  2. Powder Enterprises, LLC
    May 2019 – no end date reportedSalt Lake City, UT
  3. University of Utah
    May 2018 – Apr 2021Salt Lake City, UT
  4. Park City Ski and Snowboard Club
    Aug 2019 – Jun 2020Park City, UT
  5. U.S. Ski and Snowboard Team
    May 2013 – Apr 2018Park City, UT
  6. Black Diamond Financial, LLC
    Jun 2025 – no end date reportedSan Francisco, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Black Diamond Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Estimated blended rate
0.0085

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive financial planning, investment advisory, family office services, and portfolio management across public and private markets, with a focus on tax and cost efficiency.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Investment AdvisoryFinancial PlanningFamily Office ServicesPublic MarketsPrivate MarketsPortfolio CustomizationTax EfficiencyEmployee-ownedPhilanthropy

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14
Offices listed on AdvisorFinder:
2
Main office:
Lutherville, MD
SEC file number:
801-96172

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Troy Coleman Murphy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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