Firm profile

MURPHY CLARKE WILLIAMS & STONE LLC

MIAMI BEACH, FLCRD 330290Latest ADV March 2, 2026

Murphy Clarke Williams & Stone LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami Beach, FL. Its latest Form ADV filing, dated March 2, 2026, reports $181M in regulatory assets under management, 2 employees, and 1 account.

Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
<5
Primary office
MIAMI BEACH, FL
429 LENOX AVE, SUITE 416, MIAMI BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarlos J. Angel

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$181Mas of March 2, 2026
Discretionary100.0%
$181M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$181M
Total Accounts1
10Y AUM Change+$181M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)

* 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.