MM
Murphy Megonigal
SOVRAN ADVISORS
Costa Mesa, CA 92626
Some features on this profile are disabled
CRD#: 5543817
MM
Professional summary
Murphy Megonigal is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in Costa Mesa, California.
Murphy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Murphy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: KimstaffHR, Inc. DBA KTimeHR INVESTMENT RELATED: NO ADDRESS: 17872 Cowan, Irvine, CA 92614 NATURE OF BUSINESS: HR, Payroll Outsourcing POSITION/TITLE/RELATIONSHIP: President START DATE: 05/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: Oversee all operations 2. 2.NAME OF OTHER BUSINESS: KTimeHR Insurance Services INVESTMENT RELATED (Y/N): N ADDRESS: 17872 Cowan, Irvine, CA 92614 NATURE OF BUSINESS: Insurance Brokerage POSITION/TITLE/RELATIONSHIP: President START DATE: 03/2015 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HRS : 0 BRIEF DESCRIPTION OF DUTIES IN THIS ROLE: Oversee license requirements and collection of commissions (non compensated) 3. NAME OF OTHER BUSINESS: Rental Property Owner INVESTMENT RELATED (Y/N): N ADDRESS: Costa Mesa, CA NATURE OF BUSINESS: Rental Property POSITION/TITLE/RELATIONSHIP: Owner START DATE: 02/2022 APX NUMBER OF HOURS PER WEEK :0 APX NUMBER OF HOURS DURING TRADING HRS:0 BRIEF DESCRIPTION OF DUTIES IN THIS ROLE: Lease our rental property to tenants 4. NAME OF OTHER BUSINESS: Kimco Staffing Services INVESTMENT RELATED (Y/N): N ADDRESS: 17872 Cowan, Irvine, CA 92614 NATURE OF BUSINESS: Staffing Company POSITION/TITLE/RELATIONSHIP: Board Member - Secretary START DATE: 05/2012 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HRS: 0 BRIEF DESCRIPTION OF DUTIES IN THIS ROLE: Record meeting minutes
CRS (Client Relationship Summary) - RIA
Click below to view Murphy Megonigal's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 14, 2025 - Present
SOVRAN ADVISORS, LLC
Office #1: 3200 Park Center Drive Suite 800, Costa Mesa, CA 92626RIA
CRD#: 329415
Costa Mesa, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(4/14/2025)
Exams
Current Firm
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
Mailing Address
Phone number
(619) 281-9890
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,470 |
| AUM (Assets Under Management) | $ 1,308,617,291 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
