Murphy & Mullick Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Murphy & Mullick Capital Management reports 436 clients. They include 236 individual clients and 200 high-net-worth individuals. Of its assets, 100.0% ($174M across 436 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 31% |
| High-net-worth individuals | 46% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 236 | $53.6M | 30.8% | $227K |
| High-net-worth individuals | 200 | $120M | 69.2% | $602K |
| Total | 436 | $174M | 100% | $399K |
- Clients
- 236
- Regulatory AUM
- $53.6M
- AUM share
- 30.8%
- Avg. per client
- $227K
- Clients
- 200
- Regulatory AUM
- $120M
- AUM share
- 69.2%
- Avg. per client
- $602K
Total
- Clients
- 436
- Regulatory AUM
- $174M
- AUM share
- 100%
- Avg. per client
- $399K
- 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
- 0
Murphy & Mullick Capital Management charges up to 2.50% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services (Stand-Alone)
- Negotiable; generally $1,000 to $10,000 as a fixed fee, or $100 to $325 per hour on an hourly basis.
Anubhav Mullick owns 50% to 75% of Murphy & Mullick Capital Management. The leadership team of Murphy & Mullick Capital Management includes Chief Compliance Officer Anubhav Mullick. It has 2 employees.
Leadership
Anubhav MullickChief Compliance Officer, Co-Managing Member
Michael MurphyCo-Managing Member
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
- 2 broker-dealer reps
- Owns 50% to 75% of Murphy & Mullick Capital Management Corp
Anubhav Mullick
Control person · since June 2024
- Owns 50% to 75% of Murphy & Mullick Capital Management Corp
Michael Murphy
Control person · since June 2024
Murphy & Mullick Capital Management’s regulatory assets grew from $136M (June 2025) to $174M (March 2026); clients rose from 224 to 436 and employees fell from 4 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $174M | 436 | 2 | 1 |
| June 2025 | $136M | 224 | 4 | 1 |
Besides its headquarters, Murphy & Mullick Capital Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 22 Lawrence Ave, Ste 307, SmithtownHQ
Contact and registration details
- Legal name
- Murphy & Mullick Capital Management Corp
- Headquarters
- 22 Lawrence Ave, Ste 307, Smithtown, NY 11787
- Website
- mmcmgmt.com
- Phone
- 631-257-0080
- SEC file
- 801-130904
- Structure
- New York corporation
- Fiscal year end
- December
Murphy & Mullick Capital Management uses Charles Schwab ($140M, 80%) and Pershing ($34.1M, 20%) as custodians for its separately managed accounts. Murphy & Mullick Capital Management does not have custody of client assets.
- PershingPershing LLC · Jersey City, NJ · $34.1M20%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $140M80%
At year end, Murphy & Mullick Capital Management’s separately managed accounts were mostly in funds (50%) and stocks (40%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 666 positions; the largest are Nvidia Corporation (3.8%), Schwab Strategic TR (3.0%) and Tesla Inc. (2.8%).
What the accounts hold
- Stocks40%
- Funds50%
- Cash10%
Reported 13F holdings
- $161M
- Reported 13F value
- 666
- Positions
- 25.9%
- In the 10 largest
- +19.3%
- Value vs. prior quarter
- Nvidia Corporation3.8%
- Schwab Strategic TR · US Lcap GR ETF3.0%
- Tesla Inc.2.8%
- Broadcom Inc.2.8%
- Advanced Micro Devices Inc.2.5%
- Schwab Strategic TR · US Mid-cap ETF2.5%
- Schwab Strategic TR · US Lcap VA ETF2.3%
- Alphabet Inc. · Cap Stk CL A2.2%
- State Str SPDR S&P 500 ETF T · TR Unit2.0%
- Vanguard Intl Equity Index F · TT Wrld ST ETF2.0%
Together, the ten largest are 25.9% of reported value.
How many clients does Murphy & Mullick Capital Management have?
Murphy & Mullick Capital Management has 436 clients and manages $174 million for them, as of March 2026. They include 236 individual clients and 200 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 March 2026
What services does Murphy & Mullick Capital Management offer?
Murphy & Mullick Capital Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Murphy & Mullick Capital Management charge?
Murphy & Mullick Capital Management charges up to 2.50% a year for its Investment Advisory Services. The fee is billed in advance and is negotiable.
Source: ADV PART 2A, filed 20 March 2026
Which custodians does Murphy & Mullick Capital Management use?
Murphy & Mullick Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $140M and Pershing LLC (Jersey City, NJ), with $34.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 March 2026
How many financial advisors does Murphy & Mullick Capital Management have?
Murphy & Mullick Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are 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 Murphy & Mullick Capital Management invest in?
At the end of its last fiscal year, Murphy & Mullick Capital Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Murphy & Mullick Capital Management?
Murphy & Mullick Capital Management’s direct owners are Anubhav Mullick (50% to 75%) and Michael Murphy (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 March 2026
How does Murphy & Mullick Capital Management get paid?
Murphy & Mullick Capital Management is paid through a percentage of assets under management, hourly charges 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 Murphy & Mullick Capital Management?
Murphy & Mullick Capital Management’s main office is at 22 Lawrence Ave, Ste 307, Smithtown, NY 11787. Its phone number is 631-257-0080. Its website is mmcmgmt.com.