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 SEC-registered advisory firm that has been operating since 1999. The firm manages portfolios for both individuals/families and institutional clients, charging fees as a percentage of assets under management. Its advisory services focus on discretionary portfolio management for individuals, small businesses, and institutions. The adviser is not identified as an active ESG investor and does not advertise multi-state or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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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