|
⚲
|
| Violich Capital Management
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|
|
|---|---|
| CRD # | 111410 |
| SEC # | 801-56823 |
| CIK # | 0001326766 |
| AUM | $1.0 B (2026-05-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-217-4444 |
| Address | 2 Belvedere Place Mill Valley, CA 94941 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 117.6 | ||
| Alphabet Inc | 114.6 | ||
| Microsoft Corp | 66.1 | ||
| Apple Inc | 60.7 | ||
| Visa Inc | 46.1 | ||
| Costco Wholesale Corp /NEW | 43.7 | ||
| Lam Research Corp | 40.0 | ||
| AbbVie Inc | 27.5 | ||
| Oracle Corp | 26.0 | ||
| Johnson & Johnson | 22.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.0 |
| (b) Individuals (high net worth individuals) | 95 | 923.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 95.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 261 | 1,039.0 |
| By Discretionary | ||
| Discretionary | 261 | 1,039.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 261 | 1,039.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 1,037.6 | |
| Total | 261 | 1,039.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001326766] | |
| 13F-NT | [0001326766] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1.0 |
|
Marble Wealth LLC
✚
|
AL | 1.0 |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1.0 |
|
Red Oak Financial Group LLC
✚
|
MD | 1.0 |
|
Whalerock Point Partners LLC
✚
|
FL | 1.0 |
|
Rogers Wealth Group Inc
✚
|
TX | 1.0 |
|
Rodgers Brothers Inc
✚
|
PA | 1.0 |
|
Fierston Financial Group Inc
✚
|
CT | 1.0 |
|
William Mack & Associates Inc
✚
|
MI | 1.0 |
|
Gould Asset Management LLC
✚
|
CA | 1.0 |