# J. Murphy Asset and Tax Management

> J. Murphy Asset and Tax Management is a state-registered investment advisory firm in Westbrook, ME, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 286006
- Filed as: J. MURPHY ASSET AND TAX MANAGEMENT
- Legal name: J. Murphy Asset Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westbrook, ME
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286006
- AdvisorCensus page: https://advisorcensus.com/firm/j-murphy-asset-and-tax-management-westbrook-me-286006

## Quick answers

**How is J. Murphy Asset and Tax Management compensated?**
On its Form ADV (Item 5.E, October 2026), J. Murphy Asset and Tax Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J. Murphy Asset and Tax Management located?**
J. Murphy Asset and Tax Management's principal office is in Westbrook, ME, according to its Form ADV.

**Is J. Murphy Asset and Tax Management registered with the SEC or a state?**
J. Murphy Asset and Tax Management is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286006.

**How much does J. Murphy Asset and Tax Management manage?**
J. Murphy Asset and Tax Management reports $27,288,877 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does J. Murphy Asset and Tax Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95).

**Does J. Murphy Asset and Tax Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286006

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $27,288,877
- Discretionary: $27,288,877
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $14,107,290 |
| High net worth individuals | Fewer than 5 | $13,181,587 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: ME
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jmurphytax.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J. Murphy Asset and Tax Management (CRD 286006): Form ADV filing data as of October 2026.