← Directory

ISC FINANCIAL ADVISORS

Legal name: MURRAY FINANCIAL GROUP, LLC

CRD 157626File 801-72585
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $349.6M
Clients
1,318
3,687 accounts
Employees
17
Top 25% of cohort in MN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jul 12, 2011
Principal office
200 NORTH BROADWAY AVE., ALBERT LEA, MN, 56007
Phone
507-373-8216

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.55B
Discretionary AUM
$1.20B
Non-discretionary AUM
$349.6M
Discretionary accounts
3,644
Non-discretionary accounts
43
Total accounts
3,687
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations13$11.8M
High net worth individuals307$917.7M
Pension and profit sharing plans43$349.6M
Individuals (other than high net worth individuals)955$272.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.