MILL VALLEY, CACRD 111410Latest ADV March 26, 2026
Violich Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 26, 2026, reports $1.0B in regulatory assets under management, 1 employee, and 261 accounts.
Assets Under Management
$1.0B
Employees
1
Offices
--
Total Clients
116
Primary office
MILL VALLEY, CA
2 BELVEDERE PLACE, SUITE 310, MILL VALLEY, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.9% of total clients.
Top client categories% of clientsClients
1
HNWI
81.9%
95
2
Individuals
8.6%
10
3
Charitable
6.9%
8
4
Corporations
2.6%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 26, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts261
10Y AUM Change+$521M (+100.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee116:1
10Y Employee Change-5 (-83.3%)
* 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.