Murphy Middleton Hinkle & Parker provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Murphy Middleton Hinkle & Parker reports 336 clients. They include 174 high-net-worth individuals and 162 individual clients. Of its assets, 100.0% ($435M across 1,290 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 10% |
| High-net-worth individuals | 52% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $43.7M | 10.0% | $270K |
| High-net-worth individuals | 174 | $387M | 88.9% | $2.22M |
| Pension and profit-sharing plans | Fewer than 5 | $4.15M | 1.0% | — |
| Charitable organizations | Fewer than 5 | $253K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $76.2K | 0.0% | — |
| Total | 336 | $435M | 100% | — |
- Clients
- 162
- Regulatory AUM
- $43.7M
- AUM share
- 10.0%
- Avg. per client
- $270K
- Clients
- 174
- Regulatory AUM
- $387M
- AUM share
- 88.9%
- Avg. per client
- $2.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.15M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $253K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $76.2K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 336
- Regulatory AUM
- $435M
- AUM share
- 100%
- Avg. per client
- —
- 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
- 101–250
Murphy Middleton Hinkle & Parker charges 0.75%–1.50% a year for its Portfolio management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Comprehensive financial planning
- Hourly planning fees not to exceed $300, with a fixed fee for the initial engagement not to exceed $10,000.
- Portfolio monitoring
- For accounts run by an outside portfolio manager, an asset-based monitoring fee of 1.00% to 0.70% a year by account size, not to exceed, and negotiable.
David Middleton owns 50% to 75% of Murphy Middleton Hinkle & Parker. The leadership team of Murphy Middleton Hinkle & Parker includes Chief Compliance Officer David Middleton. It has 4 employees, 2 of them in advisory roles.
Leadership
- David MiddletonManaging Director & Chief Compliance Officer
- John ParkerManaging Director
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Murphy Middleton Hinkle & Parker, Inc.
David Middleton
Control person · since January 2024
- Owns 25% to 50% of Murphy Middleton Hinkle & Parker, Inc.
John Parker
Control person · since January 2024
Murphy Middleton Hinkle & Parker’s regulatory assets grew from $358M (March 2021) to $435M (March 2026); clients rose from 208 to 336 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $435M | 336 | 4 | 1 |
| February 2025 | $404M | 360 | 4 | 1 |
| February 2024 | $377M | 381 | 4 | 1 |
| March 2023 | $349M | 374 | 5 | 1 |
| February 2022 | $403M | 366 | 5 | 1 |
| March 2021 | $358M | 208 | 5 | 1 |
Besides its headquarters, Murphy Middleton Hinkle & Parker has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 240 South Hansell Street, ThomasvilleHQ
Contact and registration details
- Legal name
- Murphy Middleton Hinkle & Parker, Inc.
- Headquarters
- 240 South Hansell Street, Thomasville, GA 31792
- Website
- mmhpinvest.com
- Phone
- 229-228-1822
- SEC file
- 801-43509
- Founded
- 1992
- Structure
- Georgia corporation
- Fiscal year end
- December
Murphy Middleton Hinkle & Parker uses Charles Schwab ($435M) as custodian for its separately managed accounts. Murphy Middleton Hinkle & Parker has custody of $435M in client assets for 342 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $435M100%
At year end, Murphy Middleton Hinkle & Parker’s separately managed accounts were mostly in funds (51%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $246M across 140 positions; the largest are Schwab Strategic TR (5.1%), Schwab Strategic TR (4.9%) and iShares TR (3.8%).
What the accounts hold
- Stocks32%
- Funds51%
- Bonds2%
- Cash15%
Reported 13F holdings
- $246M
- Reported 13F value
- 140
- Positions
- 33.3%
- In the 10 largest
- +14.1%
- Value vs. prior quarter
- Schwab Strategic TR · US Lcap GR ETF5.1%
- Schwab Strategic TR · US Lcap VA ETF4.9%
- iShares TR · MSCI Eafe ETF3.8%
- Caterpillar Inc.3.1%
- iShares TR · Intl Sel Div ETF3.1%
- Capital City Bank2.9%
- State Str SPDR S&P 500 ETF T · TR Unit2.9%
- Johnson & Johnson2.7%
- Apple Inc.2.4%
- State Str SPDR S&P Midcap 40 · Utser1 S&pdcrp2.4%
Together, the ten largest are 33.3% of reported value.
How many clients does Murphy Middleton Hinkle & Parker have?
Murphy Middleton Hinkle & Parker has 336 clients and manages $435 million for them, as of March 2026. They include 174 high-net-worth individuals and 162 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Murphy Middleton Hinkle & Parker offer?
Murphy Middleton Hinkle & Parker provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Murphy Middleton Hinkle & Parker charge?
Murphy Middleton Hinkle & Parker charges 0.75%–1.50% a year for its Portfolio management. The fee is billed in arrears and is negotiable.
Which custodians does Murphy Middleton Hinkle & Parker use?
Murphy Middleton Hinkle & Parker’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $435M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Murphy Middleton Hinkle & Parker have?
Murphy Middleton Hinkle & Parker has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Murphy Middleton Hinkle & Parker invest in?
At the end of its last fiscal year, Murphy Middleton Hinkle & Parker’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 15% cash and equivalents and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Murphy Middleton Hinkle & Parker?
Murphy Middleton Hinkle & Parker’s direct owners are David Middleton (50% to 75%) and John Parker (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Murphy Middleton Hinkle & Parker get paid?
Murphy Middleton Hinkle & Parker 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 Middleton Hinkle & Parker?
Murphy Middleton Hinkle & Parker’s main office is at 240 South Hansell Street, Thomasville, GA 31792. Its phone number is 229-228-1822. Its website is mmhpinvest.com.