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Murphy Megonigal

SOVRAN ADVISORS
Costa Mesa, CA
·CRD# 5543817·1 year experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

1 years in the financial services industry

Current & Past Employments

SOVRAN ADVISORS, LLC·CRD# 329415
RIA
3200 Park Center Drive Suite 800, Costa Mesa, CA 92626
April 14, 2025 - Present

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Current Firm

SA
SOVRAN ADVISORS, LLC

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & 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 | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (1/12/2024 Approved)

Contact Information

Main Address

3131 Camino Del Rio N. Suite 800, San Diego, CA 92108

Phone Number

(619) 281-9890

# of Employees

64

SEC notice filing (33 States and Territories)

Registered to provide investment advisory services in 33 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOVRAN ADVISORS, LLC - FORM ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,135

AUM (Assets Under Management)

$1,874,347,252

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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

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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

AIMPOINT WEALTH MANAGEMENT | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PLR WEALTH MANAGEMENT | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OMEGA WEALTH STRATEGIES WEALTH MANAGEMENT & 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 | EMPIRE PRIVATE WEALTH | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS | COMPASS CAPITAL | COLLEGE PLANNING AMERICA

CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - SEC (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.
IAR
California
(4/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Murphy Megonigal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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