SAN FRANCISCO, CACRD 106228Latest ADV March 27, 2026
Van Strum & Towne Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 27, 2026, reports $483M in regulatory assets under management, 6 employees, and 271 accounts.
Assets Under Management
$483M
Employees
6
Offices
--
Total Clients
101
Primary office
SAN FRANCISCO, CA
733 FRONT STREET, SUITE 110, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.2% of total clients.
Top client categories% of clientsClients
1
HNWI
75.2%
76
2
Individuals
17.8%
18
3
Charitable
4.0%
4
4
Corporations
3.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$483Mas of March 27, 2026
Discretionary91.7%
$443M
92% of total RAUM91.7%
Non-discretionary8.3%
$40M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$483M
Total Accounts271
10Y AUM Change+$163M (+50.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee17:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.