DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Violich Capital Management
Latest filing May 11, 2026
First filing on the tape Mar 30, 2012 · 21 filings
SEC status approved since Sep 3, 1999
RAUM
$1.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
89%
$927M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$1.0B as of May 11, 2026
Mar 30, 2012$582M then
HNW client RAUM$923M as of May 11, 2026
Mar 29, 2018$551M then
State-registered IARs (5.B.3)1 as of May 11, 2026
Mar 30, 20120 then
Employees (5.A)1 as of May 11, 2026
Mar 28, 20136 then
Private funds: no history
RAUM +14% over the last fiscal year+14% a year over threeIARs 1 to 1
Practice profile
derived from the filing of May 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.0BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 105derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.7MderivedHNW RAUM over HNW clients
- Average account
- $4.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 9.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$923M89%
- Charitable organizations$95.0M9.1%
- Corporations and businesses$16.7M1.6%
- Individuals$4.0M0.4%
- Individual clients
- 10reported
- HNW clients
- 95reported
- Pension plan clients
- 0reported
- Charitable clients
- 8reported
- Accounts
- 261reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Matthew Joseph Schmidt to Parallel Advisors, LLCDec 31, 2020 · RIA to RIA
- John Solari Baker to Delta Investment Management, LLCDec 12, 2012 · Other
Joined, latest
- John Solari Baker from Atlas Capital Advisors Inc.Sep 20, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anthony Adam Violich · President, Chief Investment Officer, Chief Compliance Officercontrolsince 04/2012 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Advisers that list Violich Capital Management as a related person
- 108595 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 259 to 261Oct 29, 2025 to Mar 26, 2026
- HNW clients · 113 to 95Oct 29, 2025 to Mar 26, 2026
- Individual clients · 12 to 10Oct 29, 2025 to Mar 26, 2026
- Discretionary RAUM · $912M to $1.0BOct 29, 2025 to Mar 26, 2026
- HNW RAUM · $813M to $923MOct 29, 2025 to Mar 26, 2026
- Individual RAUM · $3.6M to $4.0MOct 29, 2025 to Mar 26, 2026
- RAUM · $912M to $1.0BOct 29, 2025 to Mar 26, 2026
- HQ city · SAN FRANCISCO to MILL VALLEYMar 11, 2025 to Oct 29, 2025
- Accounts · 251 to 259Mar 29, 2024 to Mar 11, 2025
- Charity clients · 9 to 8Mar 29, 2024 to Mar 11, 2025
- Corporate clients · 2 to 3Mar 29, 2024 to Mar 11, 2025
- HNW clients · 96 to 113Mar 29, 2024 to Mar 11, 2025
- Individual clients · 13 to 12Mar 29, 2024 to Mar 11, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 11, 2025
- Discretionary RAUM · $797M to $912MMar 29, 2024 to Mar 11, 2025
- HNW RAUM · $711M to $813MMar 29, 2024 to Mar 11, 2025
- Individual RAUM · $3.1M to $3.6MMar 29, 2024 to Mar 11, 2025
- RAUM · $797M to $912MMar 29, 2024 to Mar 11, 2025
- Accounts · 280 to 251Mar 16, 2023 to Mar 29, 2024
- Advisory employees · 2 to 1Mar 16, 2023 to Mar 29, 2024
- Charity clients · 8 to 9Mar 16, 2023 to Mar 29, 2024
- HNW clients · 101 to 96Mar 16, 2023 to Mar 29, 2024
- Individual clients · 14 to 13Mar 16, 2023 to Mar 29, 2024
- Pension plan clients · 1 to 0Mar 16, 2023 to Mar 29, 2024
- Employees · 2 to 1Mar 16, 2023 to Mar 29, 2024
- State-registered IARs · 2 to 1Mar 16, 2023 to Mar 29, 2024
- Discretionary RAUM · $709M to $797MMar 16, 2023 to Mar 29, 2024
- HNW RAUM · $631M to $711MMar 16, 2023 to Mar 29, 2024
- Individual RAUM · $4.9M to $3.1MMar 16, 2023 to Mar 29, 2024
- Pension RAUM · 694088.0 to unsetMar 16, 2023 to Mar 29, 2024
- RAUM · $709M to $797MMar 16, 2023 to Mar 29, 2024
- Accounts · 289 to 280Mar 23, 2022 to Mar 16, 2023
- Advisory employees · 3 to 2Mar 23, 2022 to Mar 16, 2023
- Corporate clients · 3 to 2Mar 23, 2022 to Mar 16, 2023
- HNW clients · 106 to 101Mar 23, 2022 to Mar 16, 2023
- Employees · 6 to 2Mar 23, 2022 to Mar 16, 2023
- State-registered IARs · 3 to 2Mar 23, 2022 to Mar 16, 2023
- Discretionary RAUM · $833M to $709MMar 23, 2022 to Mar 16, 2023
- HNW RAUM · $735M to $631MMar 23, 2022 to Mar 16, 2023
- Individual RAUM · $6.5M to $4.9MMar 23, 2022 to Mar 16, 2023
Signals
1 dated events
- Anthony Paul Violich (Chief Compliance Officer) no longer on Schedule A of Violich Capital Management (listed 2018-12-07, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- inquiry@violichcapital.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 415-217-4444reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- VIOLICHCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-217-4444reportedpublic record, Form ADV, May 11, 2026
- Contact form
- violichcapital.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026