The Edward Fitzpatrick Group

What changed

Led the Houston team out of Raymond James after about 23 years to seed Janney's new Houston office; team had $3.3B AUM plus Murphy's $200M+.

Reported / discovered

Oct 16, 2026

Effective

Not reported

New role

Managing Director and Investment Lead, The Edward Fitzpatrick Group

Previous role

Not reported

Market

Houston, TX

Reported book

$3.5B

Reported team size

5 people

Named people

6

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

10 observations consolidated into one event.