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MURRAY FINANCIAL SERVICES, INC

CHICO, CA · CRD 176528 · IAPD ↗ · 530-896-5484

$134.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MURRAY FINANCIAL SERVICES, INC now reports custody of client assets ($125.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
December 2025 — MURRAY FINANCIAL SERVICES, INC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — MURRAY FINANCIAL SERVICES, INC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.