Clutinger Williams & Verhoye Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$144,341,830
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
90
49% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
90
Very HighAverage account size
$1,603,798
About
Clutinger, Williams & Verhoye provides continuous investment management primarily for individual clients, including high‑net‑worth households, with a principal focus on portfolio construction and ongoing monitoring rather than broad financial planning. The firm delivers monthly account statements and a quarterly Economic and Market Outlook, and will perform financial planning on occasion at no additional charge.
Investment portfolios are constructed largely with individual stocks and bonds instead of mutual funds, ETFs, annuities, or wrap programs, and accounts are monitored daily. The firm typically accepts limited trading authority for a majority of accounts but can operate in an advisory‑only capacity if clients prefer to retain execution control.
While Clutinger, Williams & Verhoye operates as a fee‑only, AUM‑based registered investment adviser (a common model), its strong preference for individual securities over pooled vehicles is atypical among peers and may affect diversification and trading activity. The brochure discloses a firm‑level regulatory/disciplinary history while reporting no disciplinary history for the individual advisors, a distinction prospective clients should review as part of due diligence.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
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
Account minimum: $250,000.00 Fee-only: Fee-only advisor; no commissions or hidden fees
Main office location
Clutinger Williams & Verhoye Inc
6398 Del Cerro Blvd, Ste 3
San Diego CA 92120-4761, United States
Number of offices
1
Most active in
Clutinger Williams & Verhoye Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
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