Silicon Valley Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning. Financial planning was provided to 251–500 clients last fiscal year.
Silicon Valley Capital Partners reports 518 clients. They include 340 high-net-worth individuals, 173 individual clients, and 5 pension and profit-sharing plans. Of its assets, 100.0% ($1.29B across 1,627 accounts) are managed with discretion. Of its clients, 3% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 6% |
| High-net-worth individuals | 66% | 91% |
| Pension and profit-sharing plans | <1% | 2% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 173 | $74.9M | 5.8% | $433K |
| High-net-worth individuals | 340 | $1.17B | 90.9% | $3.44M |
| Pension and profit-sharing plans | 5 | $22.7M | 1.8% | $4.55M |
| Corporations and other businesses | Fewer than 5 | $19.1M | 1.5% | — |
| Total | 518 | $1.29B | 100% | — |
- Clients
- 173
- Regulatory AUM
- $74.9M
- AUM share
- 5.8%
- Avg. per client
- $433K
- Clients
- 340
- Regulatory AUM
- $1.17B
- AUM share
- 90.9%
- Avg. per client
- $3.44M
- Clients
- 5
- Regulatory AUM
- $22.7M
- AUM share
- 1.8%
- Avg. per client
- $4.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $19.1M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 518
- Regulatory AUM
- $1.29B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 3%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Silicon Valley Capital Partners charges 0.40%–1.00% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fee-based financial planning and consulting services, which clients engage separately; the brochure states no rate for them.
Christopher Combs owns 75% or more of Silicon Valley Capital Partners. It has 8 employees, 4 of them in advisory roles.
Leadership
- Cynthia CombsCOO & CCO
- Christopher CombsCEO & CIO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Christopher Kevin Combs
- Cynthia Lee Combs
- Alison Maile Cornwell
- Julianne Jeffrey
- Deana L. Moncayo
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Silicon Valley Capital Partners, L.P.
Christopher Combs
Control person · since September 2015
Silicon Valley Capital Partners’ regulatory assets grew 2.0× from $638M (March 2021) to $1.29B (March 2026); clients rose from 318 to 518 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.29B | 518 | 8 | 1 |
| February 2025 | $1.08B | 414 | 7 | 1 |
| March 2024 | $860M | 414 | 8 | 1 |
| March 2023 | $634M | 452 | 6 | 1 |
| March 2022 | $845M | 408 | 7 | 1 |
| March 2021 | $638M | 318 | 6 | 1 |
Besides its headquarters, Silicon Valley Capital Partners has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1731 Technology Drive, Suite 810, San JoseHQ
Contact and registration details
- Legal name
- Silicon Valley Capital Partners, L.P.
- Headquarters
- 1731 Technology Drive, Suite 810, San Jose, CA 95110
- Website
- svcp.com
- Phone
- 408-236-7300
- SEC file
- 801-62004
- Structure
- California limited partnership
- Fiscal year end
- December
Silicon Valley Capital Partners uses Fidelity ($1.29B) as custodian for its separately managed accounts. Silicon Valley Capital Partners has custody of $394M in client assets for 400 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.29B100%
At year end, Silicon Valley Capital Partners’ separately managed accounts were largely in stocks (44%) and funds (40%). Its reported 13F holdings for the quarter ended 31 March 2026 total $1.02B across 454 positions; the largest are State Street SPDR S&P 500 ETF (13.5%), Invesco Qqq Trust Series I (7.3%) and Vanguard Information Technology ETF (6.6%).
What the accounts hold
- Stocks44%
- Funds40%
- Bonds4%
- Cash11%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $1.02B
- Reported 13F value
- 454
- Positions
- 60.9%
- In the 10 largest
- —
- Value vs. prior quarter
- State Street SPDR S&P 500 ETFETF13.5%
- Invesco Qqq Trust Series IETF7.3%
- Vanguard Information Technology ETFETF6.6%
- Nvidia Corporation6.4%
- Microsoft Corp.5.3%
- Alphabet Inc. Cap Stk CL A5.3%
- Apple Inc.5.1%
- iShares 1-3 Year Treasury Bond ETFETF4.1%
- Meta Platforms Inc. CL A3.7%
- iShares 3-7 Year Treasury Bond ETFETF3.7%
Together, the ten largest are 60.9% of reported value.
How many clients does Silicon Valley Capital Partners have?
Silicon Valley Capital Partners has 518 clients and manages $1.29 billion for them, as of March 2026. They include 340 high-net-worth individuals, 173 individual clients, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Silicon Valley Capital Partners offer?
Silicon Valley Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Silicon Valley Capital Partners charge?
Silicon Valley Capital Partners charges 0.40%–1.00% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Silicon Valley Capital Partners use?
Silicon Valley Capital Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.29B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Silicon Valley Capital Partners have?
Silicon Valley Capital Partners has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Silicon Valley Capital Partners invest in?
At the end of its last fiscal year, Silicon Valley Capital Partners’ separately managed accounts held 44% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Silicon Valley Capital Partners?
Silicon Valley Capital Partners’ direct owner is Christopher Combs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Silicon Valley Capital Partners get paid?
Silicon Valley Capital Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Silicon Valley Capital Partners?
Silicon Valley Capital Partners’ main office is at 1731 Technology Drive, Suite 810, San Jose, CA 95110. Its phone number is 408-236-7300. Its website is svcp.com.