Murphy Clarke Williams & Stone LLC

RIASEC RegisteredEst. 2024

Total AUM

$181M

Discretionary

$181M

100% of AUM

Avg account

$181M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami Beach, Florida
CRD number: 330290
Registered since: April 25, 2024
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Investment Companies100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Murphy Clarke Williams & Stone LLC operates as an SEC-registered limited liability company (registration year 2024) that serves institutional clients. The firm is owned by individuals and is registered to provide a mix of advisory services, including financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions. Its fee schedule includes asset-based fees, hourly charges, and fixed-fee arrangements. The firm is not classified as an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. Industry affiliations include broker-dealer activities in addition to its role as an investment adviser. The snapshot identifies the firm as not being a capital allocator, even though it directs client capital into third-party alternative managers.