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VIOLICH CAPITAL MANAGEMENT

MILL VALLEY, CA · CRD 111410 · IAPD ↗ · violichcapital.com · 415-217-4444

$1.04BRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — VIOLICH CAPITAL MANAGEMENT crossed $1B in regulatory AUM ($911.7M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
December 2025 — VIOLICH CAPITAL MANAGEMENT moved its main office from SAN FRANCISCO, CA to MILL VALLEY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.