{
  "crd_number": 330290,
  "slug": "murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290",
  "primary_business_name": "MURPHY CLARKE WILLIAMS & STONE LLC",
  "legal_name": "MURPHY CLARKE WILLIAMS & STONE LLC",
  "dbas": [],
  "city": "Miami Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-04-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 181168970.0,
  "raum_discretionary": 181168970.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 181168970.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://mcwstone.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330290",
  "city_as_filed": "MIAMI BEACH",
  "url": "https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290",
  "display_name": "Murphy Clarke Williams & Stone LLC",
  "summary": "Murphy Clarke Williams & Stone LLC is an SEC-registered investment advisory firm in Miami Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Murphy Clarke Williams & Stone LLC (CRD 330290): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Murphy Clarke Williams & Stone LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Murphy Clarke Williams & Stone LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Murphy Clarke Williams & Stone LLC located?",
      "a": "Murphy Clarke Williams & Stone LLC's principal office is in Miami Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Murphy Clarke Williams & Stone LLC registered with the SEC or a state?",
      "a": "Murphy Clarke Williams & Stone LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330290."
    },
    {
      "q": "How much does Murphy Clarke Williams & Stone LLC manage?",
      "a": "Murphy Clarke Williams & Stone LLC reports $181,168,970 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Murphy Clarke Williams & Stone LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Murphy Clarke Williams & Stone LLC: Regulatory assets under management: $130,706,596 in the October 2024 data and $181,168,970 in the October 2026 data, up 39%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Murphy Clarke Williams & Stone LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Murphy Clarke Williams & Stone LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330290"
    },
    {
      "q": "Does Murphy Clarke Williams & Stone LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 2, 2026 says: \"There is an account minimum of $500,000, which may be waived by MCWSTONE in its discretion.\""
    },
    {
      "q": "What changed in Murphy Clarke Williams & Stone LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $158,922,706 to $181,168,970 (+14%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 130706596.0,
      "total_employees": 2,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 158922706.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 181168970.0,
      "total_employees": 2,
      "filing_date": "2026-03-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $158,922,706 to $181,168,970 (+14%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is an account minimum of $500,000, which may be waived by MCWSTONE in its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "There is an account minimum of $500,000, which may be waived by MCWSTONE in its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 181168970.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330290",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}