Leo
Murphy

Alamar Capital Management, LLC

CRD#2962473
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Leo Murphy is a financial advisor based in Santa Barbara, California, working with Alamar Capital Management, LLC. Leo has previously held a position at Alamar Capital Management, LLC. Leo has passed the Series 66 regulatory exam and is registered to provide services in California and Illinois. Currently, Leo is part of Alamar Capital Management, LLC, which operates out of Santa Barbara, California. The firm has 1 office and 4 employees. The firm manages assets totaling $228.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Alamar Capital Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

200 E Carrillo Suite 304
Santa Barbara, CA 93101

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Alamar Capital Management, LLC Brokerage Details

Total Assets Under Management

$228,419,423

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

210

CA Average: 3,727
Average Account Size

$1,087,712

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Leo Murphy Work History

2010 - Present (14 years)

Alamar Capital Management, LLC

Disclosures

Please visit the SEC profile of Leo Murphy 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 Alamar Capital Management, LLC

George Tharakan
Santa Barbara, CA
Leo Murphy
Santa Barbara, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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