Patrick Murphy has been President & Chief Investment Officer of Adams Wealth Management since April 2020, is a control person of the firm and directly owns under 5% of it. Patrick Murphy holds a Master's degree in Economics from the University of Colorado Denver and a Bachelor's degree in Economics from Arizona State University.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Cormac Murphy is President and Chief Investment Officer of Adams Wealth Advisors. He leads the firm's investment strategy across global markets, including tactical asset allocation, equities, and derivatives. Before joining Adams Wealth Advisors, he spent 10 years at Charles Schwab as a portfolio manager on a global tactical asset allocation strategy.
Patrick Murphy’s longest registration is the current one, 6 years at Adams Wealth Management since 2020. Before joining Adams Wealth Management in 2020, Patrick Murphy was registered through Charles Schwab Investment Advisory, Inc.
- CachetechAlso current– present · 2 yearsLogan, UT · Adviser representative · Firm CRD 327688
- Adams Wealth AdvisorsCurrent– present · 6 yearsLogan, UT · Adviser representative · Firm CRD 286087
- Charles Schwab Investment Advisory, Inc– · 5 yearsLone Tree, CO · Adviser representative · Firm CRD 151739
Investment adviser representative registrations
Patrick Murphy is registered as an investment adviser representative in 2 states. Each was approved in April 2020.
- TexasSince 6 April 2020
- UtahSince 6 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 5 March 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 2008 |
| Series 7 | General Securities Representative Examination | 5 August 2008 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Cormac Murphy
- CRD
- 5504210
- Firm
- Adams Wealth Management · CRD 286087
- Role
- President & Chief Investment Officer
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adamswealthadvisors.com
Where does Patrick Murphy work?
Patrick Murphy has been President & Chief Investment Officer of Adams Wealth Management LLC since April 2020, and is a control person of the firm.
Is Patrick Murphy a financial advisor?
Yes. Patrick Murphy has a current investment-adviser registration in Texas and Utah, through Adams Wealth Management since April 2020.
How many years of experience does Patrick Murphy have?
Patrick Murphy has 12 years in the financial industry, since May 2014, across 3 adviser firms.
What exams has Patrick Murphy passed?
Patrick Murphy has passed 3 licensing exams: the Series 7, Series 63 and Series 3. The earliest, the Series 7, was passed in August 2008.
Where is Patrick Murphy based?
Patrick Murphy’s registered office is in Logan, UT.
Is Patrick Murphy registered with FINRA?
No. Patrick Murphy has no current broker registration.
How can I verify Patrick Murphy’s record?
Search CRD 5504210 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Murphy’s full registration record.
