Murphy Pohlad Asset Management provides portfolio management for individuals and small businesses.
Murphy Pohlad Asset Management reports 113 clients. They include 89 high-net-worth individuals and 24 individual clients. Nearly all assets ($640M across 319 accounts) are managed with discretion; $48K across 1 account is not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | 1% |
| High-net-worth individuals | 79% | 95% |
| Charitable organizations | Fewer than 5 | 3% |
| 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) | 24 | $8.98M | 1.4% | $374K |
| High-net-worth individuals | 89 | $608M | 95.0% | $6.83M |
| Charitable organizations | Fewer than 5 | $20.7M | 3.2% | — |
| Corporations and other businesses | Fewer than 5 | $2.43M | 0.4% | — |
| Total | 113 | $640M | 100% | — |
- Clients
- 24
- Regulatory AUM
- $8.98M
- AUM share
- 1.4%
- Avg. per client
- $374K
- Clients
- 89
- Regulatory AUM
- $608M
- AUM share
- 95.0%
- Avg. per client
- $6.83M
- Clients
- Fewer than 5
- Regulatory AUM
- $20.7M
- AUM share
- 3.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.43M
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 113
- Regulatory AUM
- $640M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Murphy Pohlad Asset Management charges 0.70%–0.90% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $2,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 0.90% |
| $5M and above | 0.70% |
Fee details and sources
John Murphy owns 50% to 75% of Murphy Pohlad Asset Management. The leadership team of Murphy Pohlad Asset Management includes Chief Operating Officer Katherine Praschak. It has 8 employees.
Leadership
- Katherine PraschakChief Compliance Officer, Chief Operating Officer and Member
- Thomas PohladTreasurer, Investment Adviser Representative and Member
- John MurphyInvestment Adviser Representative and Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- John Michael Murphy
- Thomas Owen Pohlad
- Zachary Francis Wallace
Staff
- 8 employees
- 8 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Murphy Pohlad Asset Management LLC
John Murphy
Control person · since January 2000
- Owns 25% to 50% of Murphy Pohlad Asset Management LLC
Thomas Pohlad
Control person · since February 2002
Murphy Pohlad Asset Management’s regulatory assets grew from $439M (January 2021) to $640M (July 2026); clients fell from 253 to 113 and employees rose from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $640M | 113 | 8 | 1 |
| January 2025 | $578M | 304 | 8 | 1 |
| January 2024 | $561M | 292 | 9 | 1 |
| March 2023 | $521M | 295 | 9 | 1 |
| January 2022 | $516M | 285 | 7 | 1 |
| January 2021 | $439M | 253 | 7 | 1 |
Besides its headquarters, Murphy Pohlad Asset Management has 0 offices, with 1 listed address in Minnesota.
Minnesota · 1 listed address
- 7480 Flying Cloud Drive, Suite 120, Eden PrairieHQ
Contact and registration details
- Legal name
- Murphy Pohlad Asset Management LLC
- Headquarters
- 7480 Flying Cloud Drive, Suite 120, Eden Prairie, MN 55344
- Website
- murphyllc.com
- Phone
- 952-948-2300
- SEC file
- 801-57329
- Structure
- Minnesota LLC
- Fiscal year end
- December
Murphy Pohlad Asset Management uses Charles Schwab ($627M) as custodian for its separately managed accounts. Murphy Pohlad Asset Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $627M100%
At year end, Murphy Pohlad Asset Management’s separately managed accounts were largely in stocks (47%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $287M across 135 positions; the largest are Travelers Companies Inc. (3.7%), Intel Corp. (3.4%) and Berkshire Hathaway Inc. Del (2.8%).
What the accounts hold
- Stocks47%
- Funds23%
- Bonds20%
- Cash10%
Reported 13F holdings
- $287M
- Reported 13F value
- 135
- Positions
- 25.5%
- In the 10 largest
- +2.9%
- Value vs. prior quarter
- Travelers Companies Inc.3.7%
- Intel Corp.3.4%
- Berkshire Hathaway Inc. Del · CL B New2.8%
- Agnico Eagle Mines Ltd2.5%
- Conocophillips2.5%
- Cisco Sys Inc.2.4%
- Corteva Inc.2.2%
- Slb Limited · Com Stk2.1%
- Cameco Corp.2.0%
- Union Pac Corp.2.0%
Together, the ten largest are 25.5% of reported value.
How many clients does Murphy Pohlad Asset Management have?
Murphy Pohlad Asset Management has 113 clients and manages $640 million for them, as of July 2026. They include 89 high-net-worth individuals and 24 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026
What services does Murphy Pohlad Asset Management offer?
Murphy Pohlad Asset Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Murphy Pohlad Asset Management charge?
Murphy Pohlad Asset Management charges 0.70%–0.90% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in arrears and requires an account of at least $2,000,000.
Which custodians does Murphy Pohlad Asset Management use?
Murphy Pohlad Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $627M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026
How many financial advisors does Murphy Pohlad Asset Management have?
Murphy Pohlad Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 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 Murphy Pohlad Asset Management invest in?
At the end of its last fiscal year, Murphy Pohlad Asset Management’s separately managed accounts held 47% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 20% U.S. government and agency bonds 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
Does Murphy Pohlad Asset Management have a minimum investment?
Yes, Murphy Pohlad Asset Management’s minimum account size for its Advisory Fees is $2M.
Who owns Murphy Pohlad Asset Management?
Murphy Pohlad Asset Management’s direct owners are John Murphy (50% to 75%) and Thomas Pohlad (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026
How does Murphy Pohlad Asset Management get paid?
Murphy Pohlad Asset Management 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 Murphy Pohlad Asset Management?
Murphy Pohlad Asset Management’s main office is at 7480 Flying Cloud Drive, Suite 120, Eden Prairie, MN 55344. Its phone number is 952-948-2300. Its website is murphyllc.com.