Chad
Murray
Private Capital Management, LLC
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About this Advisor
Chad Murray is a financial advisor working in Denver, Colorado who has 2 years of relevant experience. Murray is currently employed by Private Capital Management, LLC. Over the course of their career, Murray has held roles at Key Bank, Baker Hughes, Key Investment Services, Us Bank Corp, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors and Private Capital Management, LLC. Murray holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in Colorado. Private Capital Management, LLC is a registered investment firm based in Denver, CO. It has offices in four locations and a total of 24 advisors. It manages $2 billion in assets under management among its 2,929 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 2,929 accounts, 58% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Private Capital Management, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Capital Management, LLC Brokerage Details
$1,500,563,148
24
2,929
$512,312
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chad Murray Work History
Chad has been registered as a financial advisor for 2 years.*
Private Capital Management, LLC
Fidelity Personal And Workplace Advisors
Us Bank Corp
Fidelity Brokerage Services LLC
Key Investment Services
Key Bank
Baker Hughes
*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.
Disclosures
Please visit the SEC profile of Chad Murray 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 Private Capital Management, LLC
Denver, CO
Dallas, TX
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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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