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VAN STRUM & TOWNE INC
CRD 106228File 801-11816
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$483.0M
Above cohort median (national)
Discretionary AUM
$443.0M
Non-discretionary $40.1M
Clients
101
271 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 30, 1976
- Principal office
- 733 FRONT STREET, SUITE 110, SAN FRANCISCO, CA, 94111-1993
- Phone
- 415-981-3455
- Website
- HTTPS://WWW.VANSTRUM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $483.0M
- Discretionary AUM
- $443.0M
- Non-discretionary AUM
- $40.1M
- Discretionary accounts
- 265
- Non-discretionary accounts
- 6
- Total accounts
- 271
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $45.4M |
| Charitable organizations | 4 | $25.2M |
| High net worth individuals | 76 | $403.4M |
| Individuals (other than high net worth individuals) | 18 | $9.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.