CRD: 111082
Clutinger Williams & Verhoye INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-1969
- Office Locations
- 1
Office Locations
About Clutinger Williams & Verhoye INC
Clutinger, Williams & Verhoye, Inc. is an SEC-registered San Diego RIA providing securities portfolio management for individuals, corporate accounts, and organizations, serving clients since 1970. The firm emphasizes client education and aligning portfolios to stated goals and risk tolerance. Led by President & CEO Scott B. Williams (CFA, CFP; with the firm since 1995), portfolios are implemented primarily with ETFs alongside fixed income.
Reported data analysis
What the numbers show
Between September 16, 2024 and September 19, 2025, reported AUM increased 11.6%, from $146.2M to $163.1M.
Across 5 reported observations, AUM increased 26.1% between September 21, 2021 and September 19, 2025, from $129.3M to $163.1M.
Of the latest reported AUM, 93.5% is discretionary and 6.5% is non-discretionary.
The firm reports 2 advisory representatives and 200 clients, or 100 clients per representative. That equates to $815.5K in reported AUM per client.
The profile lists 1 reported office location and 57 years in operation. The source data was last updated on September 19, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SCOTT BRIAN WILLIAMS
Chief Compliance Officer, DIRECTOR, Investment Advisor
- CRD
- #2093970
- Ownership
- 75% or more
KENT EDWIN STONE
DIRECTOR, Investment Advisor, TREASURER, VICE PRESIDENT
- CRD
- #1704210
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Takaya Weckle
--
- CRD
- #7201111
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,573,510 | $622,749 |
| Non-Discretionary | $10,528,094 | $1,052,809 |
| Total | $163,101,604 | $639,614 |
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Separately Managed Accounts
SMA allocation detail is available
Clutinger Williams & Verhoye INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.