# Murphy Clarke Williams & Stone LLC

> 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.

- CRD: 330290
- Filed as: MURPHY CLARKE WILLIAMS & STONE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330290
- AdvisorCensus page: https://advisorcensus.com/firm/murphy-clarke-williams-and-stone-llc-miami-beach-fl-330290

## Quick answers

**How is Murphy Clarke Williams & Stone LLC compensated?**
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).

**Where is Murphy Clarke Williams & Stone LLC located?**
Murphy Clarke Williams & Stone LLC's principal office is in Miami Beach, FL, according to its Form ADV.

**Is Murphy Clarke Williams & Stone LLC registered with the SEC or a state?**
Murphy Clarke Williams & Stone LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330290.

**How much does Murphy Clarke Williams & Stone LLC manage?**
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).

**How have Murphy Clarke Williams & Stone LLC's assets and staff changed since 2024?**
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.

**What types of clients does Murphy Clarke Williams & Stone LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Murphy Clarke Williams & Stone LLC report any disciplinary disclosures?**
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

**Does Murphy Clarke Williams & Stone LLC state an account minimum?**
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."

**What changed in Murphy Clarke Williams & Stone LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $500,000, which may be waived by MCWSTONE in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $181,168,970
- Discretionary: $181,168,970
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $181,168,970 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcwstone.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $130,706,596 | 2 | August 21, 2024 |
| October 2025 | $158,922,706 | 2 | March 31, 2025 |
| October 2026 | $181,168,970 | 2 | March 2, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $158,922,706 to $181,168,970 (+14%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Murphy Clarke Williams & Stone LLC (CRD 330290): Form ADV filing data as of October 2026.