← Directory
CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082File 801-5935
APPROVED
Retail clients
Disclosure events
Filing as of Sep 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$190.2M
Bottom 25% of cohort (national)
Discretionary AUM
$178.6M
Non-discretionary $11.6M
Clients
113
242 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 3, 1969
- Principal office
- 6398 DEL CERRO BLVD, STE 3, SAN DIEGO, CA, 92120-4761
- Phone
- 619-326-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $190.2M
- Discretionary AUM
- $178.6M
- Non-discretionary AUM
- $11.6M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 233
- Total accounts
- 242
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $24.1M |
| High net worth individuals | 44 | $100.9M |
| Pension and profit sharing plans | 3 | $5.3M |
| Individuals (other than high net worth individuals) | 56 | $60.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 16, 2026 | Employees | 2 | 3 | increased by1 |
| Sep 16, 2026 | Clients | 100 | 113 | increased by13 |
| Sep 16, 2026 | AUM | $163,101,604 | $190,196,744 | increased by$27,095,140 |
| Sep 16, 2026 | Accounts | 255 | 242 | decreased by13 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 125 | 100 | decreased by25 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $146,174,311 | $163,101,604 | increased by$16,927,293 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 256 | 255 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 130 | 125 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,321,932 | $146,174,311 | increased by$30,852,379 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 264 | 256 | decreased by8 |
| Oct 1, 2022 | Clients | 134 | 130 | decreased by4 |
| Oct 1, 2022 | AUM | $129,327,500 | $115,321,932 | decreased by$14,005,568 |
| Oct 1, 2022 | Accounts | 267 | 264 | decreased by3 |
| Oct 1, 2021 | Clients | 138 | 134 | decreased by4 |
| Oct 1, 2021 | AUM | $124,864,462 | $129,327,500 | increased by$4,463,038 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLUTINGER WILLIAMS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLUTINGER WILLIAMS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.