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Lourdmurray is a RIA based in Beverly Hills, CA with $3B in AUM and with 8 advisors nationwide.

Advisors (8)

Name Start Date
B. Blaine Lourd Jun 2006
Eric David Matthews Mar 2015
Michael Jihyuk Lee Jun 2012
Luke Kulma Jul 2015
Palmer Neville Murray Oct 2012
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Joseph Haywood Chrisman Investment Advisor Representative 06/01/2010
B. Blaine Lourd Managing Member 06/01/2006
Palmer Neville Murray Managing Member 10/01/2012
Michael Jihyuk Lee Chief Operating Officer, Chief Compliance Officer 03/01/2009

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

9777 Wilshire Blvd.
Beverly Hills , CA 90212
Phone Number: 800-780-9858
Other Offices Address City State Zip
1615 Poydras Street, #820 New Orleans LA 70112

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees