Clutinger Williams & Verhoye Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$160,889,669
Clients
100
Advisors
3
of 3 employees
About
Clutinger Williams & Verhoye provides personalized, fee‑only investment management and ongoing advisory supervision to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, with a client base that includes high‑net‑worth and individual investors. The firm also performs occasional one‑time portfolio analyses (for example, probate/executor engagements) for clients who do not seek continuous management.
The firm follows an active, tactical asset allocation approach using individual stocks, bonds, ETFs and some closed‑end funds, combining value and “growth at a reasonable price” selection and monitoring sector weightings; portfolios may be exited entirely when internal economic and technical analysis indicates heightened market risk. Accounts are managed primarily on a discretionary basis and reviewed with monthly portfolio appraisals and a quarterly “Economic & Market Outlook” for clients and their advisors.
Several operational and compliance features distinguish the firm from many small advisors: it operates as a strictly fee‑only adviser that does not accept commissions, maintains specific personal‑trading controls (employee purchases are restricted until at least five clients have bought a security or 30 days have passed), and conducts quarterly reviews of employee trades. The firm is long established (founded in 1970) with a three‑advisor team holding professional credentials and permits a range of strategies — including option writing, short sales, margin and futures — that may be less common among similarly sized firms.
Client services
Expertise
Fee options
$0 - $500,000: 1% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.50% $5,000,000 - $7,000,000: 0.40% $7,000,000 - $10,000,000: 0.35% $10,000,000+: Negotiable
Hourly planning services at $500 per hour for limited scope engagements
Minimum fee: Minimum annual fee is $3,000 or 1.5% of account value, whichever is less; minimum fee may be waived at firm's discretion Fee-only: Investment management fees only; no commissions or other compensation accepted
Main office
6398 Del Cerro Blvd, Ste 3
San Diego CA 92120-4761
Advisors at this office
3
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kent S
San Diego, CA
Clutinger Williams & Verhoye Inc
Kent Stone is a financial advisor with Clutinger Williams & Verhoye Inc in San Diego, CA, holding 24 years of industry experience. He has been with Clutinger Williams & Verhoye since 2008. Clutinger Williams & Verhoye Inc provides personalized, fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses an active, tactical asset allocation approach with a focus on individual stocks, bonds, ETFs, and closed-end funds, managing accounts primarily on a discretionary basis.
Takaya W
CFA®
San Diego, CA
Clutinger Williams & Verhoye Inc
Takaya Weckle is a CFA® charterholder at Clutinger Williams & Verhoye Inc with experience in the financial industry since 2016. He has worked at John Hancock Investment Management, LPL Financial, and Ascent Private Capital of US Bank before joining his current firm. Clutinger Williams & Verhoye provides fee-only investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, employing an active, tactical asset allocation approach with a range of investment strategies.
Scott W
CFP®, CFA®, Series 63
San Diego, CA
Clutinger Williams & Verhoye Inc
Scott Williams is a CFP® and CFA® with 28 years of industry experience. He has been with Clutinger Williams & Verhoye Inc in San Diego, CA for over three decades. Clutinger Williams & Verhoye is a fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an active, tactical asset allocation approach using individual stocks, bonds, ETFs, and some closed-end funds, with portfolios managed primarily on a discretionary basis.
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