Violich Capital Management (San Francisco)

Name: Violich Capital Management
Address: 201 California Street, San Francisco, CA, 94111
Telephone: 415-217-4444

Violich Capital Management is a large advisory firm based in San Francisco. It manages $585.93 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Hawaii.

Violich Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Violich Capital Management: assets under management

The assets under management (AUM) of Violich Capital Management is $585.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $585.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.87 million each.

Investments

The firm invests in exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in state and local bonds form 14% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Violich Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Violich Capital Management serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Violich Capital Management is high net worth individuals with 99 clients and $527.44 million of assets under management. Among the 10 most similar advisory firms, Violich Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $585.93 million for 149 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Violich Capital Management doesn't advise any private funds.

Careers at Violich Capital Management

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Adam Anthony Violich has served as the Chief Investment Officer since 1 Jan 2011. John James Kolozsi joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Anthony Violich	Chief compliance officer	1 Jun 1977	Other	1847840
Adam Anthony Violich	Vice president	1 Apr 2005	25% - 50%	2776209
John James Kolozsi	Vice president	1 Jul 2005	Other	2494785
Adam Anthony Violich	Chief investment officer	1 Jan 2011	75% - 100%	2776209
Adam Anthony Violich	President and chief investment officer	1 Apr 2012	75% - 100%	2776209

Based in San Francisco

The principal office where Violich Capital Management performs its advisory services is located at 201 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-217-4444 or by fax 415-217-3240. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at violichcapital.com.