Silicon Valley Capital Management

Overview

Silicon Valley Capital Management is a small, fee-based advisory corporation that manages discretionary equity-focused portfolios for high-net-worth individuals and families. The firm’s advisory activity centers on portfolio management for individuals and small businesses, charging a percentage of assets under management. It operates as an owner-led business and does not identify as a multi-state adviser, pension consultant, or capital allocator. The firm does not position itself as an active ESG investor. Investment positioning is equity-centric: the firm favors exchange-traded equities as the primary building block of client portfolios and runs discretionary mandates, which suggests hands-on portfolio construction and ongoing rebalancing. With a very small client roster, the adviser appears to deliver customized allocations rather than mass-market model portfolios. Mutual funds are used alongside ETFs and individual securities to fill exposure gaps or access active management where appropriate. The firm also uses third-party alternative managers when alternative exposure is required.

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Public Holdings

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Location & Offices