Unclaimed Profile

Adam Anthony Violich

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California

Series 7, Series 24, Series 63, Series 6519 years registeredVIOLICH CAPITAL MANAGEMENT

201 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 2776209Firm CRD# 111410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Anthony Violich · SAN FRANCISCO, CA

Registration

CRD #2776209 · VIOLICH CAPITAL MANAGEMENT · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VIOLICH CAPITAL MANAGEMENT

VIOLICH CAPITAL MANAGEMENT

Dec 2006 – Dec 2020

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 4, 2006

Years registered · 19

Disclosure History

1996Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VIOLICH CAPITAL MANAGEMENT

CRD 111410 · SEC 801-56823

AUM

$797M

Regulatory assets under management

Employees

251 client accounts

Services offered by VIOLICH CAPITAL MANAGEMENT

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VIOLICH CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Adam Anthony Violich offer?

Adam Anthony Violich specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Adam Anthony Violich's credentials?

Adam Anthony Violich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Anthony Violich located?

Adam Anthony Violich is based in SAN FRANCISCO, California, last registered with VIOLICH CAPITAL MANAGEMENT.

How does Adam Anthony Violich charge for services?

Adam Anthony Violich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIOLICH CAPITAL MANAGEMENT?

VIOLICH CAPITAL MANAGEMENT has approximately 1 employees and manages $797M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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