SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Clutinger Williams & Verhoye Inc
San Diego, CA
CRD 111082
Firm filing updated September 15, 2026 ·
- $190.2MAssets
- 113Clients
- 3Advisory staff
- 242Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals56
- High net worth individuals44
- Charities10
- Pension and profit sharing plans3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 56 | $60.0 million |
| High net worth individuals | 44 | $100.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $5.3 million |
| Charitable organizations | 10 | $24.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Assets and accounts
- Regulatory assets$190.2 million
- Accounts242
- Discretionary$178.6 million · 9 accounts
- Non-discretionary$11.6 million · 233 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 111082, SEC file 801-5935.
- Registered with the SEC as an investment advisor (status date on record: September 3, 1969).
Is Clutinger Williams & Verhoye Inc a fiduciary?
Short answer: Clutinger Williams & Verhoye Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.