Unclaimed Profile

Leo John Murphy

ALAMAR CAPITAL MANAGEMENT, LLC·SANTA BARBARA, California

Series 7, Series 66Clean record23 years registeredALAMAR CAPITAL MANAGEMENT, LLC

200 E CARRILLO, SANTA BARBARA, CA 93101CRD# 2962473Firm CRD# 154413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo John Murphy · SANTA BARBARA, CA

Registration

CRD #2962473 · ALAMAR CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ALAMAR CAPITAL MANAGEMENT, LLC

Nov 2010 – present

SANTA BARBARA ASSET MANAGEMENT, LLC

Mar 2006 – Jun 2008

SANTA BARBARA, CA

SANTA BARBARA ASSET MANAGEMENT

Aug 2003 – Dec 2005

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · August 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALAMAR CAPITAL MANAGEMENT, LLC

CRD 154413 · SEC 801-119070

AUM

$228M

Regulatory assets under management

Employees

210 client accounts

Services offered by ALAMAR CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALAMAR CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Leo John Murphy offer?

Leo John Murphy specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SANTA BARBARA, California for a consultation.

What are Leo John Murphy's credentials?

Leo John Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leo John Murphy located?

Leo John Murphy is based in SANTA BARBARA, California, working with ALAMAR CAPITAL MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Leo John Murphy charge for services?

Leo John Murphy's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALAMAR CAPITAL MANAGEMENT, LLC?

ALAMAR CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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