Violich Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Violich Capital Management reports 116 clients. They include 95 high-net-worth individuals, 10 individual clients and 8 charitable organizations. Of its assets, 100.0% ($1.04B across 261 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | <1% |
| High-net-worth individuals | 82% | 89% |
| Pension and profit-sharing plans | 0% | 0% |
| Charitable organizations | 7% | 9% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $4.02M | 0.4% | $402K |
| High-net-worth individuals | 95 | $923M | 88.9% | $9.72M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | 8 | $95M | 9.1% | $11.9M |
| Corporations and other businesses | Fewer than 5 | $16.7M | 1.6% | $5.57M |
| Total | 116 | $1.04B | 100% | — |
- Clients
- 10
- Regulatory AUM
- $4.02M
- AUM share
- 0.4%
- Avg. per client
- $402K
- Clients
- 95
- Regulatory AUM
- $923M
- AUM share
- 88.9%
- Avg. per client
- $9.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $95M
- AUM share
- 9.1%
- Avg. per client
- $11.9M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.7M
- AUM share
- 1.6%
- Avg. per client
- $5.57M
Total
- Clients
- 116
- Regulatory AUM
- $1.04B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Violich Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Adam Violich owns 75% or more of Violich Capital Management. The leadership team of Violich Capital Management includes President Adam Violich. It has 1 employee.
Leadership
- Adam ViolichPresident, Chief Investment Officer, Chief Compliance Officer
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Violich Capital Management
Adam Violich
Control person · since April 2012
Violich Capital Management’s regulatory assets grew 1.5× from $686M (March 2021) to $1.04B (May 2026); clients fell from 145 to 116 and employees from 6 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $1.04B | 116 | 1 | 1 |
| March 2025 | $912M | 136 | 1 | 1 |
| March 2024 | $797M | 120 | 1 | 1 |
| March 2023 | $709M | 126 | 2 | 1 |
| March 2022 | $833M | 132 | 6 | 1 |
| March 2021 | $686M | 145 | 6 | 1 |
Besides its headquarters, Violich Capital Management has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2 Belvedere Place, Suite 310, Mill ValleyHQ
Contact and registration details
- Legal name
- Violich Capital Management
- Headquarters
- 2 Belvedere Place, Suite 310, Mill Valley, CA 94941
- Website
- violichcapital.com
- Phone
- 415-217-4444
- SEC file
- 801-56823
- Structure
- California corporation
- Fiscal year end
- December
Violich Capital Management uses Charles Schwab ($528M, 54%), US Bank ($232M, 24%) and US Trust/Bank of America ($222M, 23%) as custodians for its separately managed accounts. Violich Capital Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $528M54%
- US BankUS Bank · Cincinnati, OH · $232M24%
- US Trust/Bank of AmericaUS Trust/Bank of America · Portland, OR · $222M23%
At year end, Violich Capital Management’s separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $919M across 122 positions; the largest are Alphabet Inc. CL C (12.8%), Alphabet Inc. CL A (12.5%) and Microsoft Corp. (7.2%).
What the accounts hold
- Stocks92%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds2%
- Cash2%
Reported 13F holdings
- $919M
- Reported 13F value
- 122
- Positions
- 62.0%
- In the 10 largest
- +7.5%
- Value vs. prior quarter
- Alphabet Inc. CL C12.8%
- Alphabet Inc. CL A12.5%
- Microsoft Corp.7.2%
- Apple Inc.6.6%
- Visa Inc. CL A5.0%
- Costco Wholesale Corp.4.8%
- Lam Research Corp.4.3%
- Berkshire Hathaway Inc. CL B3.0%
- Abbvie Inc.3.0%
- Oracle Corp.2.8%
Together, the ten largest are 62.0% of reported value.
How many clients does Violich Capital Management have?
Violich Capital Management has 116 clients and manages $1.04 billion for them, as of May 2026. They include 95 high-net-worth individuals, 10 individual clients and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 May 2026
What services does Violich Capital Management offer?
Violich Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Violich Capital Management use?
Violich Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $528M, US Bank (Cincinnati, OH), with $232M and US Trust/Bank of America (Portland, OR), with $222M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026
How many financial advisors does Violich Capital Management have?
Violich Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 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 Violich Capital Management invest in?
At the end of its last fiscal year, Violich Capital Management’s separately managed accounts held 92% exchange-traded equities, 4% state and local bonds, 2% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Violich Capital Management?
Violich Capital Management’s direct owner is Adam Violich (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 May 2026
How does Violich Capital Management get paid?
Violich Capital Management 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 Violich Capital Management?
Violich Capital Management’s main office is at 2 Belvedere Place, Suite 310, Mill Valley, CA 94941. Its phone number is 415-217-4444. Its website is violichcapital.com.