MURPHY CLARKE WILLIAMS & STONE LLC

Overview

Murphy Clarke Williams & Stone LLC is a small, privately held SEC-registered investment adviser (registered in 2024) organized as a limited liability company and owned by individuals. The firm’s stated client base is institutional, and its advisory services include financial planning and portfolio management across a range of client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly charges and fixed-fee engagements, which signals the firm provides both ongoing portfolio oversight and project-based planning or advisory work. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not identify as a capital allocator. It also lists industry affiliations that include broker-dealer activity and other investment-adviser relationships, suggesting it operates within a broader ecosystem of broker-dealer and advisory services rather than as a standalone wirehouse. Its classification is unclassified.

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