Investment adviser · CRD 330290
MURPHY CLARKE WILLIAMS & STONE LLC
Investment adviser filing (IA)
MIAMI BEACH, FL, United States · Form ADV filed Mar 2, 2026
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $181,168,970 | 100.0% |
Filing source
Form ADV 2062526 · Mar 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
429 LENOX AVE, SUITE 416MIAMI BEACH, FL, 33139, United States
CRD 330290
Filing source
Form ADV 2062526 · Mar 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.