SourcingSourcing

CLUTINGER WILLIAMS & VERHOYE INC

A68
CRD 111082·SEC 801-5935·SAN DIEGO, CA
AUM
$163.1M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$489K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLUTINGER WILLIAMS & VERHOYE INC
CRD
111082
SEC file #
801-5935
EIN
—
DBA names
—

Economics

AUM
$163.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$129.1M → $163.1M▲ +26%
Client mix
Individuals Other46
Individuals High Net Worth44
Charitable Organizations8
Pension Profit Sharing Plans2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
09/19/2025
ADV-W filed at
—
Website
cwvinvestmentadvisors.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIAMS, SCOTT, BRIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WILLIAMS, SCOTT, BRIAN
STONE, KENT, EDWIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CWVINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2017-02-27T19:49:16Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3948
Soi Zip Pct 200k Plus
0.1558
Soi Zip Returns 200k Plus
2,400
Soi Zip Total AGI
1,833,445
Fdic Zip Total Deposits
13,382,844,000
Fdic Zip Branch Count
153
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaSan Diego, CA
Union BankSan Diego, CA
Fdic Zip HHI
1057.69
Fdic Zip Top Bank Share Pct
21.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-27T19:49:16Z
Rdap Domain Last Changed
2025-02-28T21:52:26Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,312
Returns2,880
Stub 2
AGI98,016
Returns2,630
Stub 3
AGI135,254
Returns2,180
Soi Zip Total Business Income
48,681
Soi Zip Total Cap Gains
101,401
Soi Zip Total Dividends
36,947
Soi Zip Total Returns
15,400
Top Owner CRD
2093970
Trust Company Affiliate
No

People (2)

2
WILLIAMS, SCOTT, BRIAN
IAR · Direct Owner · 87.5%
2093970
STONE, KENT, EDWIN
IAR · Direct Owner · 17.5%
1704210