Sepio Capital, Lp

Investment Advisor
in Alamo, CA

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About this Advisor

Elizabeth Murrell is a financial advisor working in Alamo, California. Murrell is an advisor for Sepio Capital, Lp. The advisor has gained experience at Morgan Stanley & Co, Wells Fargo Clearing Services, LLC, Sepio Capital, Lp and Wells Fargo Advisors, LLC. Murrell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Sepio Capital, Lp is an advisory company operating out of Salt Lake City, UT. It has offices in three locations and a total of 29 people on staff. It controls $5 billion in total assets among its 2,315 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 2,315 client accounts, 94% belong to high-net-worth investors who have greater than $1 million in assets. The business has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. Fee types billed by Sepio Capital, Lp likely include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3201 Danville Blvd. Suite 295
Alamo, CA 94507

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Sepio Capital, Lp Brokerage Details

Total Assets Under Management


CA Average: $693,624,108
Total Number of Employees


CA Average: 12
Total Number of Accounts


CA Average: 1,115
Average Account Size


CA Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Elizabeth Murrell Work History

Elizabeth has been registered as a financial advisor for 0 years.*

2021 - Present (2 years)

Sepio Capital, Lp

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 year)

Wells Fargo Advisors, LLC

2010 - 2015 (5 years)

Morgan Stanley & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Elizabeth Murrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sepio Capital, Lp

Alexander Rahm
Salt Lake City, UT
Andrew Venturi
Salt Lake City, UT
Mitchell Rencher
Salt Lake City, UT
King Chun Hung
Salt Lake City, UT
Benjamin Steed
Salt Lake City, UT
Steven Edgren
Salt Lake City, UT
Hansen Ringer
Salt Lake City, UT
Elizabeth Murrell
Alamo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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