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 serves both individual and institutional clients and charges fees based on a percentage of assets under management. Its stated advisory services center on discretionary portfolio management for individuals, small businesses, and other business or institutional clients. FINTRX flags the firm as not being an active ESG investor and not registered as a multi‑state adviser.
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 10Active vs passive
$59.4M in ETFs
100%
$59.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $17.3M | 333,845 | 29.16% |
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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