A complete list of active advisors currently associated with Silicon Valley Capital Management
Warmer can help you find a great advisor at Silicon Valley Capital Management or one who fits your needs even better.
Silicon Valley Capital Management serves private individuals, family groups, trusts, high‑net‑worth clients and small companies, providing comprehensive securities investment management and related services such as year‑end realized gain/loss and performance reporting, coordination with tax and financial planning, qualified account design, 10b5 plan design and administration, and 529 college‑funding programs. The firm also serves as an approved asset manager for certain broker‑dealers, managing client assets within wrap‑fee arrangements. The firm's investment process is top‑down and macro‑driven, seeking to identify enduring secular trends, allocate to participating investment categories and select individual securities; strategies range from moderate to active management and may include covered‑call writing as a hedging tool. Accounts are generally managed on a discretionary, trade‑only limited power‑of‑attorney basis with daily monitoring, quarterly performance reviews and at least an annual formal client review. Noteworthy characteristics include a small, concentrated client roster—about ten clients representing roughly $36.1 million in regulatory assets under management—and a structure in which the managing director is the only paid employee and also serves as the firm’s chief compliance officer performing advisory functions. The brochure further emphasizes long tenure (firm founded in 1995), a 100% self‑funded financial position, a formal Code of Ethics with personal‑trading supervision and the occasional use of prime/third‑party brokers and allocation practices when pursuing best execution.
To learn more about the advisors currently working at Silicon Valley Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 31
|
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