Data / Investment advisers / California / Violich Capital Management
Violich Capital Management, Mill Valley, CA: $1 billion AUM, SEC registered investment adviser
Violich Capital Management is an SEC registered investment adviser with its main office in Mill Valley, California and reports $1 billion in regulatory assets under management in its Form ADV filed May 11, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 111410
- SEC file number
- 801-56823
- SEC status
- Approved, effective September 3, 1999
- Main office
- 2 Belvedere Place Suite 310, Mill Valley, CA 94941
- Phone
- (415) 217-4444
- Website
- violichcapital.com
- Regulatory AUM
- $1,039,042,028 in the Form ADV filed May 11, 2026
- Discretionary AUM
- $1,039,042,028
- Accounts
- 261
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 95 | $923.3 million |
| Charitable organizations | 8 | $95 million |
| Corporations or other businesses | 3 | $16.7 million |
| Individuals (other than high net worth individuals) | 10 | $4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.04 billion | March 26, 2026 |
| December 1, 2025 | $911.7 million | October 29, 2025 |
Other advisers in Mill Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aequim Alternative Investments LP | Mill Valley | $8.25 billion | 1 | adviserinfo.sec.gov |
| Urban Investment Advisors | Mill Valley | $2.45 billion | Not listed | adviserinfo.sec.gov |
| Cai Manager LP | Mill Valley | $2.18 billion | 13 | adviserinfo.sec.gov |
| Private Wealth Partners, LLC | Mill Valley | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Sivia Capital Partners, LLC | Mill Valley | $1.24 billion | 1 | adviserinfo.sec.gov |
| Relevant Wealth Advisors, LLC | Mill Valley | $799 million | Not listed | adviserinfo.sec.gov |
| Cypress Point Investment Management LP | Mill Valley | $512.4 million | 2 | adviserinfo.sec.gov |
| Gordian Wealth Advisors, LLC | Mill Valley | $488.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mill Valley, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Violich Capital Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.