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Data / Investment advisers / Florida / Murphy Clarke Williams & Stone LLC

Murphy Clarke Williams & Stone LLC, Miami Beach, FL: $181 million AUM, SEC registered investment adviser

Murphy Clarke Williams & Stone LLC is an SEC registered investment adviser with its main office in Miami Beach, Florida and reports $181 million in regulatory assets under management in its Form ADV filed March 2, 2026. Its clients include investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Registration
SEC registered investment adviser
CRD number
330290
SEC file number
801-130070
SEC status
Approved, effective April 25, 2024
Main office
429 Lenox Ave Suite 416, Miami Beach, FL 33139
Phone
(305) 954-1521
Website
mcwstone.com
Regulatory AUM
$181,168,970 in the Form ADV filed March 2, 2026
Discretionary AUM
$181,168,970
Accounts
1
Employees
2, of which 2 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 2, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Investment companies1$181.2 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$181.2 millionMarch 2, 2026
December 1, 2025$158.9 millionMarch 31, 2025

Other advisers in Miami Beach

AdviserCityAUMPrivate fundsSource
Third Eye Capital Management, LLCMiami Beach$291.3 million1adviserinfo.sec.gov
Geosphere Capital Management, LLCMiami Beach$258.4 million2adviserinfo.sec.gov
GLD Advisors, LLCMiami Beach$257.3 million1adviserinfo.sec.gov
Osprey Capital Management Corp.Miami Beach$197.2 millionNot listedadviserinfo.sec.gov
Buckley Capital Advisors, LLCMiami Beach$193.8 million1adviserinfo.sec.gov
Pc3 Partners, LLCMiami Beach$156 million1adviserinfo.sec.gov
Manna Wealth ManagementMiami Beach$146.1 millionNot listedadviserinfo.sec.gov
Pennantpark Private Income Fund Advisers LLCMiami Beach$138.8 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.