Van Strum & Towne Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$412,455,374
Clients
94
Advisors
3
of 6 employees
About
Van Strum & Towne primarily serves high net-worth individuals and also manages accounts for individuals, trusts, foundations, charities, IRAs, 401(k) plans, partnerships, corporations, and pension and profit-sharing plans. The firm provides investment portfolio management, financial planning, retirement plan analysis, asset allocation, investment policy analysis, and ongoing portfolio review for both discretionary and non-discretionary accounts.
The firm’s investment approach relies on fundamental analysis for common-stock selection and emphasizes investment-grade fixed income, low portfolio turnover, and long-term holding periods while retaining the ability to act quickly when conditions warrant. Portfolio managers work collaboratively with clients to establish client-specific asset mixes and objectives, supplementing fundamental research with technical analysis, charting, and AI tools as appropriate.
Distinctive features include a long-established, independent practice founded in 1927 with principals who are CFA charterholders and a relatively concentrated asset base: the firm manages roughly $483 million across a small advisory team of three, a concentration of assets per advisor that is uncommon among supported peers. Van Strum & Towne also uses institutional custody relationships and mixed-use software funded through brokerage arrangements, offers tailored reporting, and generally requires a $2 million threshold for new managed relationships (negotiable).
Client services
Expertise
Fee options
Fixed fees possible, negotiable based on account specifics
$0 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.5% $10,000,001+: Negotiable
Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Fixed fees possible, negotiable based on account specifics
Main office
733 Front Street, Suite 110
San Francisco CA 94111-1993
Advisors at this office
3
Most active in
California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Evan K
CFA®, Series 65
San Francisco, CA
Van Strum & Towne Inc
Evan Ke is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Van Strum & Towne Inc, where he has worked since 2026. Prior to this, he was with SKBA Capital Management and Nari Suda LLC. Van Strum & Towne primarily serves high net-worth individuals and manages accounts for a variety of clients including trusts, foundations, and pension plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, maintaining generally low portfolio turnover and tailoring asset allocation to client objectives.
James C
CFA®, Series 65
San Francisco, CA
Van Strum & Towne Inc
James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.
Barbara W
CFA®, Series 65
San Francisco, CA
Van Strum & Towne Inc
Barbara Wright is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She is a principal at Van Strum & Towne Inc, where she has worked since 2000. Outside of her advisory role, she serves as president of Energy Minerals Inc., a geothermal steam production company. Van Strum & Towne serves primarily high net-worth individuals and also manages accounts for various entities including trusts and retirement plans. The firm emphasizes fundamental analysis, capital preservation, and long-term growth, maintaining generally low portfolio turnover while tailoring asset allocation to client objectives.
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