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CFP

Nathan Murphy

Cwm, LLC
23 Years of Experience
Amarillo, TX
View SEC Summary
View SEC Summary

Nathan Murphy is a CFP-designated registered investment advisor at Cwm, LLC, based in Amarillo, TX, with 23 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5101 Lexington Square, Amarillo, TX, 79119

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nathan works as a wealth advisor for CWM, DBA Carson Partners and CWM, LLC DBA Carson Wealth, providing advisory and brokerage services, dedicating about a quarter of his time to each. He is also a partner in 58th St. Properties, LLC, a real estate venture, spending minimal time on bill paying.

Employment History
Current Registrations
Cwm, LLC
October 2022 - Present · 4 yrs
Previous Registrations
Cetera Wealth Services, LLCBroker
October 2022 - August 2025 · 2 yrs 10 mos
LPL Financial LLC
August 2022 - October 2022 · 2 mos
LPL Financial LLCBroker
August 2022 - October 2022 · 2 mos
LPL Financial LLC
August 2020 - August 2022 · 2 yrs
LPL Financial LLCBroker
August 2020 - August 2022 · 2 yrs
Cadaret, Grant & CO., INC.Broker
September 2009 - August 2020 · 10 yrs 11 mos
Cadaret Grant & CO INC
September 2009 - August 2020 · 10 yrs 11 mos
NFP Securities, INC.
October 2006 - September 2009 · 2 yrs 11 mos
NFP Securities, INC.Broker
October 2006 - September 2009 · 2 yrs 11 mos
Aig Financial Advisors, INC.
November 2005 - October 2006 · 11 mos
Aig Financial Advisors, INC.Broker
October 2005 - October 2006 · 1 yr
Sunamerica Securities, INC.Broker
February 2003 - October 2005 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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