Van Strum & Towne Inc logo

Van Strum & Towne Inc

Updated today

Client assets under management

$412,455,374

Clients

94

81% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

31

Low

Average account size

$4,387,823

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

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Real estate investing

Fee options

Fixed

Fixed fees possible, negotiable based on account specifics

Percentage

$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

Other

Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Fixed fees possible, negotiable based on account specifics

Main office location

Van Strum & Towne Inc

733 Front Street, Suite 110

San Francisco CA 94111-1993, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Wealth management Active portfolio management Real estate investing
user avatar

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.

Wealth management Active portfolio management Real estate investing
user avatar

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.

Wealth management Active portfolio management Real estate investing
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