Transaction Details

Republic Capital Group served as the exclusive financial advisor to LourdMurray in its merger with Delphi Private Advisors.

LourdMurray is a Beverly Hills-based wealth management group serving ultra-high-net-worth individuals, families, and institutional clients across the United States. Delphi Private Advisors is a San Diego-based wealth management firm that combined with LourdMurray as part of this transaction, with the combined advisory group operating under the LourdMurray brand. Following the merger, the combined firm oversees approximately $3.9 billion in client assets across offices in Beverly Hills, San Diego, and Baton Rouge, Louisiana.