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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MCMURREY INVESTMENT ADVISORS LLC

CRD 144833

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a852e83-3585-ad1b-8376-856b692cbc0a

Data as of Mar 29, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Mar 29, 2021
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $337MItem 5.F on the latest filing (2021-03-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $313M
Private client RAUM: $241MderivedItem 5.D individuals plus high net worth individuals
Private client share: 72%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 103
Individual clients: 15
High net worth clients: 76
SEC number: 801-69321
CRD: 144833
Filings on the tape: 13
First filed: Mar 26, 2012
Latest filed: Mar 29, 2021
Organised: Limited Liability Company, Texas

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCMURREY, MARVIN, HORACE	PRESIDENT/SOLE MEMBER	E	yes	11/1998	Mar 26, 2012	Mar 29, 2021
CALDERON, DEBRA, LYNN	VICE PRESIDENT	Na	no	03/2010	Mar 26, 2012	Mar 29, 2021
RAMIREZ, ORALIA, CASTILLO	CHIEF COMPLIANCE OFFICER & VP	Na	no	09/2008	Mar 26, 2012	Mar 29, 2021
RUSSELL, LYNNE	EXECUTIVE VICE PRESIDENT	Na	no	03/2010	Mar 26, 2012	Mar 29, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021	$337M	$313M	5	2	0	n/a	n/a
2019	Mar 26, 2020	$265M	$231M	5	2	0	n/a	n/a
2018	Mar 27, 2019	$340M	$282M	4	2	0	n/a	n/a
2017	Mar 27, 2018	$339M	$278M	4	2	0	n/a	n/a
2016	Mar 28, 2017	$330M	$266M	4	2	n/a	n/a	n/a
2015	Mar 30, 2016	$300M	$242M	4	2	n/a	n/a	n/a
2014	Mar 30, 2015	$372M	$284M	4	2	n/a	n/a	n/a
2013	Mar 31, 2014	$360M	$264M	4	2	n/a	n/a	n/a
2012	Mar 27, 2013	$342M	$251M	4	2	n/a	n/a	n/a
2011	Mar 26, 2012	$277M	$204M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$337M	$265M	27.2%	$339M	-0.2%	5	5	0	0

Relationships

Controls (1)

← MCMURREY, MARVIN, HORACEOwnerPRESIDENT/SOLE MEMBER, ownership code E, individual
Mar 26, 2012 to presentfactForm ADV

Owns (3)

← RAMIREZ, ORALIA, CASTILLOOwnerCHIEF COMPLIANCE OFFICER & VP, ownership code NA, individual
Mar 26, 2012 to presentfactForm ADV
← RUSSELL, LYNNEOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 26, 2012 to presentfactForm ADV
← CALDERON, DEBRA, LYNNOwnerVICE PRESIDENT, ownership code NA, individual
Mar 26, 2012 to presentfactForm ADV

Registered with (1)

← LYNNE RUSSELLAdvisorregistration: previous registration
Apr 1, 2010 to Aug 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a852e83-3585-ad1b-8376-856b692cbc0a
First observed: Mar 26, 2012
Last observed: Mar 29, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCMURREY INVESTMENT ADVISORS LLC

CRD 144833

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a852e83-3585-ad1b-8376-856b692cbc0a

Data as of Mar 29, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCMURREY, MARVIN, HORACE

PRESIDENT/SOLE MEMBER

yes

11/1998

Mar 26, 2012

Mar 29, 2021

CALDERON, DEBRA, LYNN

VICE PRESIDENT

03/2010

Mar 26, 2012

Mar 29, 2021

RAMIREZ, ORALIA, CASTILLO

CHIEF COMPLIANCE OFFICER & VP

09/2008

Mar 26, 2012

Mar 29, 2021

RUSSELL, LYNNE

EXECUTIVE VICE PRESIDENT

03/2010

Mar 26, 2012

Mar 29, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 29, 2021

$337M

$313M

n/a

2019

Mar 26, 2020

$265M

$231M

n/a

2018

Mar 27, 2019

$340M

$282M

n/a

2017

Mar 27, 2018

$339M

$278M

n/a

2016

Mar 28, 2017

$330M

$266M

n/a

2015

Mar 30, 2016

$300M

$242M

n/a

2014

Mar 30, 2015

$372M

$284M

n/a

2013

Mar 31, 2014

$360M

$264M

n/a

2012

Mar 27, 2013

$342M

$251M

n/a

2011

Mar 26, 2012

$277M

$204M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$337M

$265M

27.2%

$339M

-0.2%