Investment adviser · CRD 111410
VIOLICH CAPITAL MANAGEMENT
Investment adviser filing (IA)
MILL VALLEY, CA, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $1.04B Form ADV · Item 5.F
- Client accounts
- 261 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 95 | $923,315,544 | 88.9% |
| Charities | 8 | $94,981,997 | 9.1% |
| Corporations & businesses | Fewer than 5 | $16,721,970 | 1.6% |
| Individuals | 10 | $4,022,517 | 0.4% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2104701 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2 BELVEDERE PLACE, SUITE 310MILL VALLEY, CA, 94941, United States
CRD 111410
Filing source
Form ADV 2104701 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.