MURPHY POHLAD ASSET MANAGEMENT LLC
SEC RegisteredWe Deliver Extraordinary Services Through Personalization and Long-Term Partnership
About the firm
Murphy Pohlad Asset Management LLC is an independent, fee-only advisory firm founded in 2000. As a fiduciary, the firm provides investment advice and builds tailored portfolios designed to meet clients' unique objectives and circumstances. It is 100% employee-owned and serves a select client base with a focus on quality and long-term partnership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers planning and collaboration (including integrated portfolio reporting, cash flow analysis, incentive stock option planning, and sustainable withdrawal rate evaluation), portfolio management (equity and fixed income strategies using individual stocks, funds, and bond ladders), and long-term partnership with ongoing personalized strategy monitoring. The firm also works collaboratively with clients' estate planning teams, CPAs, and other advisers.
Who they serve
High-net-worth individuals, trusts, estates, charitable organizations, and certain business entities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $9.0M |
| High Net Worth Individuals | 89 | $608M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 0.90% |
| Above $5,000,000 | 0.70% |
Data as of January 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MURPHY POHLAD ASSET MANAGEMENT LLC 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 the SEC or FINRA websites before making any decision.
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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