# Murphy Clarke Williams & Stone

Murphy Clarke Williams & Stone is a Bank / Wealth / Trust based in Miami Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Miami Beach, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** mcwstone.com

## Regulatory record

- **CRD number:** 330290
- **SEC file number:** 801-130070
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330290

## About

Murphy Clarke Williams & Stone was formed in 2024 and operates from Coral Gables, Florida. The firm registered as an investment adviser and established a practice centered on financial planning and discretionary portfolio management for individuals and corporate clients. Its formation coincided with the continued migration of wealth-management talent and client capital into South Florida, a region that has absorbed multiple new advisory launches since 2020. The firm's advisory business spans traditional wealth-management disciplines including investment strategy design, asset allocation, retirement planning, and ongoing portfolio oversight. It serves high-net-worth individuals alongside corporations and business entities, positioning itself as a multi-client advisory practice rather than a single-family structure. No publicly disclosed fund vehicles, direct-investment programs, or institutional separate accounts have been identified as of mid-2026. The firm's ADV filings and website confirm registration with state securities regulators, consistent with a sub-$100 million regulatory-assets-under-management profile typical of newly established RIAs. Team size, total client assets, and named principals have not been published by the firm or covered in financial press. The absence of a LinkedIn presence and the sparse public record suggest the practice operates through personal and professional networks rather than broad marketing. Its Coral Gables address places it within the Miami metropolitan area's competitive but fragmented independent-adviser market, where firms frequently share back-office platforms, custodial relationships, and referral networks without formal affiliation. Murphy Clarke Williams & Stone's structural profile — a newly minted RIA in a high-density wealth market — distinguishes it from family offices built around a single fortune. The firm's revenue depends on fee-based advisory relationships with multiple unrelated clients, exposing it to the same competitive dynamics as thousands of other independent RIAs. Its succession and governance architecture remain opaque, which is characteristic of early-stage advisory practices where founder control is undiluted.

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Last updated: 2026-06-03T20:00:00.000Z

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