Murphy Pohlad Asset Management Llc
- Regulatory AUM
- $640M
- Discretionary
- $640M
- Clients
- 113
- Avg AUM / client
- $5.7M
- Accounts
- 320
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $9.0M | 1.4% |
| High net worth individuals | 89 | $608M | 95.0% |
| Charitable organizations | Fewer than 5 clients | $20.7M | 3.24% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.38% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Metropolitan Anesthesia Network Profit Sharing Plan Metropolitan Anesthesia Network, Llp | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Murphy | Investment Adviser Representative And Member | CFA | Jan 2000 (27y) | 50% – 75% |
| Thomas Owen Pohlad | Treasurer, Investment Adviser Representative And Member | Feb 2002 (25y) | 25% – 50% | |
| Banke, Aaron, Jeffrey | Chief Compliance Officer, President, Investment Adviser Representative And Member | Jan 2023 (4y) | 10% – 25% | |
| Zachary Francis Wallace | Registered representative | Feb 2020 (6y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, Llp | 554 | $391M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $627M (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗