Antman, Lester Murray provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Antman, Lester Murray reports 67 clients. They include 45 high-net-worth individuals and 22 individual clients. Of its assets, 100.0% ($439M across 222 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 2% |
| High-net-worth individuals | 67% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 22 | $9.21M | 2.1% | $419K |
| High-net-worth individuals | 45 | $430M | 97.9% | $9.55M |
| Total | 67 | $439M | 100% | $6.55M |
- Clients
- 22
- Regulatory AUM
- $9.21M
- AUM share
- 2.1%
- Avg. per client
- $419K
- Clients
- 45
- Regulatory AUM
- $430M
- AUM share
- 97.9%
- Avg. per client
- $9.55M
Total
- Clients
- 67
- Regulatory AUM
- $439M
- AUM share
- 100%
- Avg. per client
- $6.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Antman, Lester Murray is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Lester Antman owns 75% or more of Antman, Lester Murray. The leadership team of Antman, Lester Murray includes Chief Compliance Officer Steve Jurman. It has 2 employees.
Leadership
- Steve JurmanChief Compliance Officer
- Lester AntmanOwner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Antman, Lester Murray
Lester Antman
Control person · since February 2001
Antman, Lester Murray’s regulatory assets grew 1.7× from $255M (February 2021) to $439M (March 2026); clients were 67 in both filings and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $439M | 67 | 2 | 1 |
| March 2025 | $371M | 74 | 2 | 1 |
| February 2024 | $329M | 67 | 2 | 1 |
| March 2023 | $243M | 76 | 2 | 1 |
| January 2022 | $292M | 77 | 2 | 1 |
| February 2021 | $255M | 66 | 3 | 1 |
Besides its headquarters, Antman, Lester Murray has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Antman, Lester Murray
- Headquarters
- Not reported
- Website
- simplyrich.com
- Phone
- 866-589-0430
- SEC file
- 801-69016
- Structure
- California sole proprietorship
- Fiscal year end
- December
Antman, Lester Murray uses Charles Schwab ($439M) as custodian for its separately managed accounts. Antman, Lester Murray does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $439M100%
At year end, Antman, Lester Murray’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Antman, Lester Murray have?
Antman, Lester Murray has 67 clients and manages $439 million for them, as of March 2026. They include 45 high-net-worth individuals and 22 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Antman, Lester Murray offer?
Antman, Lester Murray provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Antman, Lester Murray use?
Antman, Lester Murray’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $439M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Antman, Lester Murray have?
Antman, Lester Murray has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Antman, Lester Murray invest in?
At the end of its last fiscal year, Antman, Lester Murray’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Antman, Lester Murray?
Antman, Lester Murray’s direct owner is Lester Antman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Antman, Lester Murray get paid?
Antman, Lester Murray is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Antman, Lester Murray?
Its phone number is 866-589-0430. Its website is simplyrich.com.