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Van Kasper Advisers (San Francisco)


Van Kasper Advisers is a large advisory firm based in San Francisco. It manages $86.1 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2002.

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Van Kasper Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Van Kasper Advisers: assets under management

The assets under management (AUM) of Van Kasper Advisers is $86.1 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.9 million in discretionary accounts and $38.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $321.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $38.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Kasper Advisers for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
First Security Corporation Parent 1 Feb 1999 75% - 100% 87-6118148
Inc. Wells Fargo & Company Shareholder 1 Jan 2001 75% - 100% 41-0449260

Based in San Francisco

The principal office where Van Kasper Advisers performs its advisory services is located at 600 California St Ste 1700, San Francisco, CA 94108 2704, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-852-3880 or by fax 415-954-0654. The normal business hours are 6:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.fsvk.com.


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