SourcingSourcing

MURPHY CLARKE WILLIAMS & STONE LLC

B52
CRD 330290·SEC 801-130070·MIAMI BEACH, FL
AUM
$181.2M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$544K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MURPHY CLARKE WILLIAMS & STONE LLC
CRD
330290
SEC file #
801-130070
EIN
—
DBA names
—

Economics

AUM
$181.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$158.9M → $181.2M▲ +14%
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
mcwstone.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Clarke, Leslie
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Clarke, Leslie
ANGEL, CARLOS, JOSE
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
MCWSTONE.COM
Rdap Domain Creation Date
2024-02-29T17:47:17Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-28T17:47:17Z
Rdap Domain Last Changed
2024-02-29T17:47:18Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7885440
Trust Company Affiliate
No

People (3)

3
Clarke, Leslie
Direct Owner · 87.5%
7885440
ANGEL, CARLOS, JOSE
IAR · Executive Officer · 2.5%
5180974
ROBERT Martin BRITO
Executive Officer · 2.5%
2465126