Violich Capital Management, Inc.
Violich Capital Management, Inc. is a San Francisco-based investment adviser registered with the SEC. Founded in California, it manages approximately $912 million in assets as of March 2025 and primarily serves high net worth individuals, as well as some charitable organizations and businesses. The firm reported only one employee, indicating a boutique or highly specialized practice.
Investment Strategy
Violich Capital Management delivers discretionary investment management with a focus on US-listed equities and ETFs, building diversified portfolios for affluent individuals and select organizations. Its holdings are concentrated in high-quality large-cap stocks such as Microsoft, Alphabet, Visa, and Apple, suggesting a growth-oriented, blue-chip strategy that prioritizes capital appreciation. The firm invests almost exclusively on a discretionary basis, tailoring strategies to each client's goals and risk tolerance.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 11.64% | $82.7M | 166,285 | $62.30 | $497.41 | +$13.2M |
G GOOG | Alphabet Inc Cl C | 8.23% | $58.5M | 329,553 | $52.43 | $177.39 | +$2.0M |
G GOOGL | Alphabet Inc Cl A | 7.75% | $55.1M | 312,563 | $57.69 | $176.23 | +$3.3M |
V V | Visa Inc Cl A | 6.71% | $47.7M | 134,380 | $67.28 | $355.05 | -$4.2M |
C COST | Costco Wholesale Corp | 6.54% | $46.5M | 46,951 | $173.68 | $989.94 | -$3.3M |
Industry Allocation
Team (1)
| Name | Role | Location | |
|---|---|---|---|
P Paul Violich | President | Kentfield, CA , United States |