Violich Capital Management
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 111410
- Registered since
- September 3, 1999
- Website
- www.violichcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., 425 WALNUT STREET, 5TH FLOOR, 121 SOUTHWEST MORRISON
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.86%
- Charitable Organizations9.14%
- Corporations / Businesses1.61%
- Individuals0.39%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Violich Capital Management is an independent, corporation-structured RIA that has been registered with the SEC since 1999. The firm serves both high-net-worth individuals and families as well as institutional clients, charging clients on a percentage-of-AUM basis. Its advisory mandate centers on discretionary portfolio management for individual and small-business clients and for businesses or institutional accounts. The firm reports an equity-oriented investment preference and does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- State & Local Bonds4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Adam Violich
President, Chief Investment OfficerCRD 2776209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$59.9M in ETFs
100%
$59.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $18.4M | 353,870 | 30.66% |
Location
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 2 Belvedere Pl
- Time zone
- PT (UTC-8)
- Office locations
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