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| Violich Capital Management
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|---|---|
| CRD # | 111410 |
| SEC # | 801-56823 |
| CIK # | 0001326766 |
| AUM | 1,039.0 M (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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001326766 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon Com Inc | 22.3 | ||
| SPDR Gold Trust | 16.8 | ||
| Philip Morris International Inc | 15.6 | ||
| BHP Billiton Ltd | 14.9 | ||
| UnitedHealth Group Inc | 13.0 | ||
| Chevron Corp | 11.9 | ||
| J P Morgan Chase & Co | 10.9 | ||
| PepsiCo Inc | 9.6 | ||
| Cisco Systems Inc | 8.6 | ||
| Union Pacific Corp | 8.3 | ||
| Agnico Eagle Mines Ltd | 7.9 | ||
| Advanced Micro Devices Inc | 7.6 | ||
| Aon Corp | 7.1 | ||
| Broadcom Inc | 6.5 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1,045.8 M |
|
Marble Wealth LLC
✚
|
AL | 1,045.2 M |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1,043.0 M |
|
Red Oak Financial Group LLC
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|
MD | 1,040.2 M |
|
Whalerock Point Partners LLC
✚
|
FL | 1,038.3 M |
|
Rogers Wealth Group Inc
✚
|
TX | 1,038.1 M |
|
Rodgers Brothers Inc
✚
|
PA | 1,037.5 M |
|
Fierston Financial Group Inc
✚
|
CT | 1,035.6 M |
|
William Mack & Associates Inc
✚
|
MI | 1,034.6 M |
|
Gould Asset Management LLC
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|
CA | 1,034.5 M |