Svb Asset Management
San Francisco, CA·SEC-registered · CRD #124567
Svb Asset Management is an SEC-registered investment advisory firm in San Francisco, CA managing $32B across 458 client accounts, with 24 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$32B
Client accounts
458
Advisory staff
24
Fee model
Fee-only
How Svb Asset Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Svb Asset Management
How much does Svb Asset Management manage?
Per its most recent SEC Form ADV filing (03/30/2026), Svb Asset Management reports $32B in regulatory assets under management across roughly 458 client accounts.
How does Svb Asset Management charge?
Svb Asset Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Svb Asset Management a fiduciary?
Yes. Svb Asset Management is registered with the U.S. Securities and Exchange Commission (CRD #124567), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Svb Asset Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Svb Asset Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in San Francisco, CA
Profile compiled from Svb Asset Management's public SEC Form ADV filing (CRD #124567, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Svb Asset Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Svb Asset Management? Claim this profile.