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CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082File 801-5935
APPROVED
Retail clients
Disclosure events
Filing as of Sep 19, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$163.1M
Bottom 25% of cohort (national)
Discretionary AUM
$152.6M
Non-discretionary $10.5M
Clients
100
255 accounts
Employees
2
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
- $163.1M
- Discretionary AUM
- $152.6M
- Non-discretionary AUM
- $10.5M
- Discretionary accounts
- 245
- Non-discretionary accounts
- 10
- Total accounts
- 255
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $15.3M |
| High net worth individuals | 44 | $89.4M |
| Pension and profit sharing plans | 2 | $3.4M |
| Individuals (other than high net worth individuals) | 46 | $55.0M |
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.