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 a privately owned advisory corporation that has been SEC-registered since 1999. The firm manages portfolios for individuals and families as well as for small businesses and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management; the firm reports an equity-first preference and does not identify as an ESG investor. It is not structured as a capital allocator and does not describe itself as a related adviser, pension consultant, or multi-state adviser.
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 1ADAM VIOLICH
President, Chief Investment OfficerCRD 2776209
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$63.9M in ETFs
100%
$63.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $22.3M | 51,926 | 34.97% |
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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