Asset manager · Miami Beach, FL
Murphy Clarke Williams & Stone LLC
SEC-registered investment adviser · CRD 330290 · SEC 801-130070
At a glance
Murphy Clarke Williams & Stone LLC is an SEC-registered investment adviser based in Miami Beach, Florida, with $181 million in regulatory assets under management as of its Form ADV filed March 2, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 2,153rd of 3,218 asset managers and 12,742nd of 17,210 SEC-registered advisers by assets.
Main office 305-954-1521mcwstone.comAs filed on Form ADV
- Regulatory AUM
- $181M
- Rank among asset managers
- #2,153 of 3,218
- Rank among all SEC RIAs
- #12,742 of 17,210
- Rank in Florida
- #787 of 1,090
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Leslie ClarkeChairman & Owner
- ROBERT M. BRITOManaging Member
- Carlos J. AngelCCO
Custody and brokerage
Custodian
Murphy Clarke Williams & Stone LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Iwpf Securities LLC and Murphy Clarke Financial LTD..
- Iwpf Securities LLC ↗CRD 328645
- Murphy Clarke Financial LTD.
Its Form ADV brochure (filed March 2026) names Iwpf Securities as the broker-dealer its advisers are registered with.
MCWSTONE is not a Broker/Dealer, however a Firm in common control and as well as its principal executive, Robert Brito is registered with IWPF Securities LLC, a FINRA member Broker Dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $181M | 100% |
Disciplinary disclosures
Murphy Clarke Williams & Stone LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗mcwstone.com ↗
AtlasMembers
The full record on Murphy Clarke Williams & Stone LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 777 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Murphy Clarke Williams & Stone LLC manage?
Murphy Clarke Williams & Stone LLC reports $181 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 2, 2026.
What kind of firm is Murphy Clarke Williams & Stone LLC?
Murphy Clarke Williams & Stone LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Murphy Clarke Williams & Stone LLC’s clients?
By assets, its largest client types are investment companies ($181 million, 1 clients).
Does Murphy Clarke Williams & Stone LLC have any disciplinary history?
Murphy Clarke Williams & Stone LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Murphy Clarke Williams & Stone LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →