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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ISC FINANCIAL ADVISORS

MURRAY FINANCIAL GROUP, LLC, CRD 157626

ALBERT LEA, MN

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:7d8f123d-55fe-5259-32d8-671a4d2f42d2

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 3
On other graphs: 0
Observed: Nov 9, 2011 to Feb 4, 2026
33 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: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-02-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $111Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 3,687
Individual clients: 955
High net worth clients: 307
Custody, client assets: $24.9M
SEC number: 801-72585
CRD: 157626
Filings on the tape: 33
First filed: Nov 9, 2011
Latest filed: Feb 4, 2026
Organised: Limited Liability Company, MN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD JOHN MURRAY	n/a	ALBERT LEA, MN	12	43	2	yes
MARK STEVEN SMED	n/a	ALBERT LEA, MN	12	31	2	yes
LAWRENCE THOMAS GARTNER	Certified Financial Planner	MINNEAPOLIS, MN \| ALBERT LEA, MN	12	26	1	no
JONATHAN ORLO MURRAY	n/a	ALBERT LEA, MN	12	13	n/a	no
CHAD DAVID DUPPONG	Certified Financial Planner\|Chartered Financial Consultant	Edina, MN \| ALBERT LEA, MN	9	17	n/a	no
WENDY K BENNIS	n/a	EDINA, MN \| ALBERT LEA, MN	4	16	1	no
Matthew H Bennis	n/a	Minneapolis, MN \| ALBERT LEA, MN	2	10	n/a	no
Robert William Gadtke	n/a	ALBERT LEA, MN \| MINNEAPOLIS, MN	2	11	n/a	no
TIMOTHY BURNS JAYNES	n/a	EDINA, MN \| Hudson, WI \| ALBERT LEA, MN	1	23	n/a	no
Benjamin Lundeen	n/a	ALBERT LEA, MN \| Minneapolis, MN	1	12	2	no
CHARLES ALLAN ACHTERKIRCH	Certified Financial Planner	Minneapolis, MN \| ALBERT LEA, MN	0	12	1	no
ROBERT NOBLE PRENTISS	Chartered Financial Consultant	EDINA, MN \| ALBERT LEA, MN	0	36	n/a	no
Benjamin William Sand	n/a	ALBERT LEA, MN \| Minneapolis, MN	0	13	1	no
Hayden Spencer Hoffman	n/a	ALBERT LEA, MN \| Minneapolis, MN	0	10	n/a	no

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
MURRAY, RICHARD, JOHN	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	04/2011	Feb 4, 2026	Feb 4, 2026
GARTNER, LAWRENCE, THOMAS	MINORITY OWNER	B	no	01/2024	Feb 4, 2026	Feb 4, 2026
JAYNES, TIMOTHY, BURNS	MINORITY OWNER	B	no	01/2024	Feb 4, 2026	Feb 4, 2026
MURRAY, JONATHAN, ORLO	MINORITY OWNER	B	no	01/2024	Feb 4, 2026	Feb 4, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Minneapolis	Mn	United States	4	no
Hudson	Mn	United States	1	no

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 4, 2026	$1.6B	$1.2B	17	10	2	n/a	n/a
2024	Apr 17, 2025	$1.3B	$1.0B	15	10	2	n/a	n/a
2023	Feb 9, 2024	$1.2B	$908M	15	9	2	n/a	n/a
2022	Jan 31, 2023	$1.0B	$750M	15	9	2	n/a	n/a
2021	Jan 20, 2022	$1.1B	$839M	14	8	2	n/a	n/a
2020	Feb 5, 2021	$943M	$683M	14	9	2	n/a	n/a
2019	Feb 24, 2020	$796M	$577M	12	8	2	n/a	n/a
2018	Jan 29, 2019	$625M	$473M	12	8	1	n/a	n/a
2017	Mar 22, 2018	$704M	$479M	12	8	1	n/a	n/a
2016	Mar 24, 2017	$603M	$401M	12	9	n/a	n/a	n/a
2015	Mar 30, 2016	$538M	$374M	10	6	n/a	n/a	n/a
2014	Mar 24, 2015	$539M	$367M	10	7	n/a	n/a	n/a
2013	Mar 24, 2014	$505M	$345M	11	8	n/a	n/a	n/a
2012	Mar 20, 2013	$442M	$291M	10	6	n/a	n/a	n/a
2011	Mar 30, 2012	$368M	$186M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	3	2

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
2025	$1.6B	$1.3B	15.0%	$1.0B	15.7%	17	15	2	2

Relationships

Registered with (17)

← Hayden Spencer HoffmanAdvisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← Benjamin William SandAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← ROBERT NOBLE PRENTISSAdvisorregistration: current employment
Apr 29, 2026 to presentfactForm ADV
← CHARLES ALLAN ACHTERKIRCHAdvisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← Benjamin LundeenAdvisorregistration: current employment
Jun 25, 2025 to presentfactForm ADV
← TIMOTHY BURNS JAYNESAdvisorregistration: current employment
Nov 14, 2024 to presentfactForm ADV
← Robert William GadtkeAdvisorregistration: current employment
Jul 8, 2024 to presentfactForm ADV
← Matthew H BennisAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← WENDY K BENNISAdvisorregistration: current employment
Mar 22, 2022 to presentfactForm ADV
← CHAD DAVID DUPPONGAdvisorregistration: current employment
Sep 21, 2016 to presentfactForm ADV
← RICHARD JOHN MURRAYAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← MARK STEVEN SMEDAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← LAWRENCE THOMAS GARTNERAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← JONATHAN ORLO MURRAYAdvisorregistration: current employment
Jan 31, 2014 to presentfactForm ADV
← Christopher John WolloAdvisorregistration: previous registration
Jan 4, 2021 to May 24, 2024factForm ADV
← Seth William BlumAdvisorregistration: previous registration
Oct 26, 2023 to Feb 26, 2024factForm ADV
← PAUL AUGUST ALEGIAdvisorregistration: previous registration
Sep 21, 2016 to Jan 8, 2018factForm ADV

Controls (1)

← MURRAY, RICHARD, JOHNOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Nov 9, 2011 to Nov 8, 2024factForm ADV

Owns (3)

← GARTNER, LAWRENCE, THOMASOwnerMINORITY OWNER, ownership code B, individual
Feb 9, 2024 to Nov 8, 2024factForm ADV
← JAYNES, TIMOTHY, BURNSOwnerMINORITY OWNER, ownership code B, individual
Feb 9, 2024 to Nov 8, 2024factForm ADV
← MURRAY, JONATHAN, ORLOOwnerMINORITY OWNER, ownership code B, individual
Feb 9, 2024 to Nov 8, 2024factForm ADV

Dated events

Occurred
May 24, 2024
Advisor changed firm
Christopher John Wollo left Isc Financial Advisors for United Planners' Financial Services Of America A Limited Partner (registered 2024-10-16)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2024
Advisor changed firm
Seth William Blum left Isc Financial Advisors for Leverty Financial Group, Llc (registered 2024-03-11)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2020
Regulatory AUM changed
Isc Financial Advisors reported RAUM $796.1M, up 27% from $625.0M (2019-06-03 to 2020-02-24)
Form ADVobserved 4 days ago
$171M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d8f123d-55fe-5259-32d8-671a4d2f42d2
First observed: Nov 9, 2011
Last observed: Feb 4, 2026 7 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.

ISC FINANCIAL ADVISORS

MURRAY FINANCIAL GROUP, LLC, CRD 157626

ALBERT LEA, MN

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:7d8f123d-55fe-5259-32d8-671a4d2f42d2

Data as of Feb 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD JOHN MURRAY

n/a

ALBERT LEA, MN

yes

MARK STEVEN SMED

n/a

ALBERT LEA, MN

yes

LAWRENCE THOMAS GARTNER

Certified Financial Planner

MINNEAPOLIS, MN | ALBERT LEA, MN

JONATHAN ORLO MURRAY

n/a

ALBERT LEA, MN

n/a

CHAD DAVID DUPPONG

Certified Financial Planner|Chartered Financial Consultant

Edina, MN | ALBERT LEA, MN

n/a

WENDY K BENNIS

n/a

EDINA, MN | ALBERT LEA, MN

Matthew H Bennis

n/a

Minneapolis, MN | ALBERT LEA, MN

n/a

Robert William Gadtke

n/a

ALBERT LEA, MN | MINNEAPOLIS, MN

n/a

TIMOTHY BURNS JAYNES

n/a

EDINA, MN | Hudson, WI | ALBERT LEA, MN

n/a

Benjamin Lundeen

n/a

ALBERT LEA, MN | Minneapolis, MN

CHARLES ALLAN ACHTERKIRCH

Certified Financial Planner

Minneapolis, MN | ALBERT LEA, MN

ROBERT NOBLE PRENTISS

Chartered Financial Consultant

EDINA, MN | ALBERT LEA, MN

n/a

Benjamin William Sand

n/a

ALBERT LEA, MN | Minneapolis, MN

Hayden Spencer Hoffman

n/a

ALBERT LEA, MN | Minneapolis, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MURRAY, RICHARD, JOHN

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

04/2011

Feb 4, 2026

GARTNER, LAWRENCE, THOMAS

MINORITY OWNER

01/2024

Feb 4, 2026

JAYNES, TIMOTHY, BURNS

MINORITY OWNER

01/2024

Feb 4, 2026

MURRAY, JONATHAN, ORLO

MINORITY OWNER

01/2024

Feb 4, 2026

City

State

Country

Employees

Also broker-dealer

Minneapolis

United States

Hudson

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 4, 2026

$1.6B

$1.2B

n/a

2024

Apr 17, 2025

$1.3B

$1.0B

n/a

2023

Feb 9, 2024

$1.2B

$908M

n/a

2022

Jan 31, 2023

$1.0B

$750M

n/a

2021

Jan 20, 2022

$1.1B

$839M

n/a

2020

Feb 5, 2021

$943M

$683M

n/a

2019

Feb 24, 2020

$796M

$577M

n/a

2018

Jan 29, 2019

$625M

$473M

n/a

2017

Mar 22, 2018

$704M

$479M

n/a

2016

Mar 24, 2017

$603M

$401M

n/a

2015

Mar 30, 2016

$538M

$374M

n/a

2014

Mar 24, 2015

$539M

$367M

n/a

2013

Mar 24, 2014

$505M

$345M

n/a

2012

Mar 20, 2013

$442M

$291M

n/a

2011

Mar 30, 2012

$368M

$186M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.3B

15.0%

$1.0B

15.7%