SAN DIEGO, CACRD 111082Latest ADV September 19, 2025
Clutinger Williams & Verhoye Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated September 19, 2025, reports $163M in regulatory assets under management, 2 employees, and 255 accounts.
Assets Under Management
$163M
Employees
2
Offices
--
Total Clients
100
Primary office
SAN DIEGO, CA
6398 DEL CERRO BLVD, STE 3, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 46.0% of total clients.
Top client categories% of clientsClients
1
Individuals
46.0%
46
2
HNWI
44.0%
44
3
Charitable
8.0%
8
4
Pension Plans
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of September 19, 2025
Discretionary93.5%
$153M
94% of total RAUM93.5%
Non-discretionary6.5%
$11M
6% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$163M
Total Accounts255
10Y AUM Change+$42M (+34.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee50:1
10Y Employee Change-2 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.