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| Happy Holidays!! thanks for using AUM13F!! |
| Violich Capital Management
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| CRD # | 111410 |
| SEC # | 801-56823 |
| CIK # | 0001326766 |
| AUM | $911.7 M (2025-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-217-4444 |
| Address | 201 California Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 82.7 | ||
| Alphabet Inc | 58.5 | ||
| Alphabet Inc | 55.1 | ||
| VISA Inc | 47.7 | ||
| Costco Wholesale Corp /NEW | 46.5 | ||
| Oracle Corp | 45.7 | ||
| Apple Inc | 45.6 | ||
| AbbVie Inc | 19.3 | ||
| Amazon Com Inc | 14.1 | ||
| SPDR Gold Trust | 13.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 3.6 |
| (b) Individuals (high net worth individuals) | 113 | 812.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 81.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 14.1 |
| (n) Other | 0 | 0.0 |
| Total | 259 | 911.7 |
| By Discretionary | ||
| Discretionary | 259 | 911.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 911.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 910.5 | |
| Total | 259 | 911.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001326766] | |
| 13F-NT | [0001326766] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LS Investment Advisors LLC
✚
|
MI | 0.9 |
|
Oppenheimer Investment Management LLC
✚
|
NY | 0.9 |
|
Adams Asset Advisors LLC
✚
|
TX | 0.9 |
|
Kohmann Bosshard Financial Services LLC
✚
|
OH | 0.9 |
|
Peak Asset Management LLC
✚
|
CO | 0.9 |
|
Kerberrose Wealth Management LLC
✚
|
WI | 0.9 |
|
Sollinda Capital Management LLC
✚
|
FL | 0.9 |
|
Fifth Avenue Family Office LLC
✚
|
FL | 0.9 |
|
Capital Advisors Wealth Management LLC
✚
|
WA | 0.9 |
|
Bearing Point Capital LLC
✚
|
MN | 0.9 |