$1.0B Total AUM
$1.0B Disc. AUM
13.2% 3Y CAGR
1 Employees
116 ADV. Clients
26 yrs Firm Age
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- Custodian
- Bank OF America · Capital Group · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-1999
- Office Locations
- 1
Office Locations
2 Belvedere Place Suite 310 Mill Valley CA
About Violich Capital Management
Violich Capital Management is a Mill Valley-based RIA. The firm has been operating for 26 years. Managing $1.0B in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Capital Group.
Team overview
-- AVG AGE
$1.0B AVG AUM / ADVISOR
$9.0M AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
ADAM ANTHONY VIOLICH
Chief Compliance Officer, Chief Investment Officer, Managing Director, President
- CRD
- #2776209
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,039,042,028 | $3,981,004 |
| Non-Discretionary | $0 | -- |
| Total | $1,039,042,028 | $3,981,004 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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