Violich Capital Management
SEC RegisteredAbout the firm
Violich Capital Management is a Registered Investment Advisor with the Securities and Exchange Commission that focuses on serving individual and institutional investors. As an independent, employee-owned firm based in San Francisco, California, it acts as a trusted fiduciary managing financial assets and providing customized investment advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services customized to address specific client needs, including asset allocation, sector allocation, and diligent security selection, with a focus on long-term capital appreciation and tax efficient investment strategies.
Who they serve
Individual and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $4.0M |
| High Net Worth Individuals | 95 | $923M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Balanced/Equity: First $2M | 1.00% |
| Balanced/Equity: Next $8M | 0.75% |
| Balanced/Equity: Next $10M | 0.50% |
| Balanced/Equity: Over $20M | 0.40% |
| Fixed Income: First $25M | 0.20% |
| Fixed Income: Over $25M | 0.15% |
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Violich Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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