Clutinger Williams & Verhoye Inc
● SEC registered since 1969CRD 111082SEC# 801-5935San Diego, CA
Reg. AUM
$190.2M
Employees
3
Accounts
242
Location
San Diego, CA
About Clutinger Williams & Verhoye
Clutinger, Williams & Verhoye is a longstanding registered investment adviser offering securities portfolio management for individuals, businesses, and organizations. The firm cites a multi-decade advisory practice and emphasizes client education alongside investing.
Summary based on the firm’s website.
Clutinger Williams & Verhoye Inc assets under management
Clutinger Williams & Verhoye Inc operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1969. It reports $190.2 million in regulatory assets under management and employs 3 people.
Clutinger Williams & Verhoye Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kent Edwin Stone Control | Vice President/Director | 10-25% | 2010 |
| Scott Brian Williams Control | President-Ceo/Chief Compliance Officer/Director | Over 75% | 2004 |
| Takaya Weckle | Secretary/Treasurer | Under 5% | 2026 |
Frequently asked questions
How much does Clutinger Williams & Verhoye Inc manage?
Clutinger Williams & Verhoye Inc reports $190.2 million in regulatory assets under management on its Form ADV.
How many employees does Clutinger Williams & Verhoye Inc have?
Clutinger Williams & Verhoye Inc reports 3 employees.
Where is Clutinger Williams & Verhoye Inc located?
Clutinger Williams & Verhoye Inc is based in San Diego, CA and has been SEC-registered since 1969.
Does Clutinger Williams & Verhoye Inc disclose fund performance?
Clutinger Williams & Verhoye Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6398 del Cerro Blvd, Ste 3, San Diego, CA 92120-4761 |
| Phone | 619-326-0900 |
| Fax | 619-326-0921 |
| Office hours | 7:00a.m. To 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$190.2M▲ 17%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,369 advisers
EmployeesTop 77%
More than 23% of 16,804 advisers
Assets under management
$190.2Mregulatory AUM
Discretionary $178.6MNon-discretionary $11.6M