Overview

Headquarters
San Francisco, CA
Average Client Assets
$5.3 million
Minimum Account Size
$2,000,000
SEC CRD Number
106228

Fee Structure

Primary Fee Schedule (ADV PART 2A)

MinMaxMarginal Fee Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above Negotiable

Minimum Annual Fee: $20,000

Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million Below minimum client size
$5 million $42,500 0.85%
$10 million $67,500 0.68%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Clients

HNW Share of Firm Assets
83.50%
Total Client Accounts
271
Discretionary Accounts
265
Non-Discretionary Accounts
6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

Additional Brochure: ADV PART 2A (2026-03-27)

View Document Text
March 27, 2026 Van Strum & Towne 733 Front Street, Suite 110 San Francisco, CA 94111 www.vanstrum.com 415.981.3455 Part 2B of Form ADV, Brochure Supplement For James L. Collins, CFA This brochure supplement provides information about James L. Collins that supplements the Van Strum & Towne brochure. You should have received a copy of that brochure. Please contact Lalaine V. Le if you did not receive Van Strum & Towne’s brochure o if you have any questions about the contents of this supplement. Additional information about James L. Collins is available on the SEC’s website at www.adviserinfo.sec.gov 1 VAN STRUM & TOWNE, INC.INVESTMENT COUNSELSUITE 110733 FRONT STREET • SAN FRANCISCO, CALIFORNIA 94111415 / 981-3455 FAX 415 / 981-3425 Item 2: Educational Background and Business Experience James L. Collins, CFA was born in 1975 and graduated summa cum laude with a Bachelor of Arts degree from Bowdoin College, Brunswick, ME in 1997. James is a CFA Charterholder. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. James joined Van Strum & Towne in 1998. In addition to his primary role as a portfolio manager, he also serves as Van Strum & Towne’s Chairman. Item 3: Disciplinary Information No violations to report. Item 4: Other Business Activities No other business activities to report. Item 5: Additional Compensation No additional compensation arrangements to report. Item 6: Supervision The individuals responsible for supervising James L. Collins are Barbara A. Wright, Principal and the firm’s Chief Compliance Officer (CCO), Lalaine V. Le. These individuals may be contacted at 415.981.3455 if you have any questions. Item 7: Requirements for State-Registered Advisers Van Strum & Towne is not a state-registered adviser. 2 March 27, 2026 Van Strum & Towne 733 Front Street, Suite 110 San Francisco, CA 94111 www.vanstrum.com 415.981.3455 Part 2B of Form ADV, Brochure Supplement For Barbara A. Wright, CFA This brochure supplement provides information about Barbara A. Wright that supplements the Van Strum & Towne brochure. You should have received a copy of that brochure. Please contact Lalaine V. Le if you did not receive Van Strum & Towne’s brochure or if you have any questions about the contents of this supplement. Additional information about Barbara A. Wright is available on the SEC’s website at www.adviserinfo.sec.gov 3 VAN STRUM & TOWNE, INC.INVESTMENT COUNSELSUITE 110733 FRONT STREET • SAN FRANCISCO, CALIFORNIA 94111415 / 981-3455 FAX 415 / 981-3425 Item 2: Educational Background and Business Experience Barbara A. Wright, CFA was born in 1960. Barbara graduated from Stanford University in 1982 with a Bachelor of Arts in Economics. She earned a Master of Business Administration (MBA) in 2000 from The Leavey School of Business at Santa Clara University. Barbara is a CFA Charterholder. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. Barbara joined Van Strum & Towne in 2000. In addition to her primary role as a portfolio manager, she also serves as Van Strum & Towne’s Corporate Secretary and Treasurer. Item 3: Disciplinary Information No violations to report. Item 4: Other Business Activities No other business activities to report. Item 5: Additional Compensation No additional compensation arrangements to report. Item 6: Supervision The individuals responsible for supervising Barbara A. Wright are James L. Collins, Principal and the firm’s Chief Compliance Officer (CCO), Lalaine V. Le. These individuals may be contacted at 415.981.3455 if you have any questions. Item 7: Requirements for State-Registered Advisers Van Strum & Towne is not a state-registered adviser. 4 March 27, 2026 Van Strum & Towne 733 Front Street, Suite 110 San Francisco, CA 94111 www.vanstrum.com 415.981.3455 Part 2B of Form ADV, Brochure Supplement For Evan X. Ke, CFA This brochure supplement provides information about Evan X. Ke that supplements the Van Strum & Towne brochure. You should have received a copy of that brochure. Please contact Lalaine V. Le if you did not receive Van Strum & Towne’s brochure or if you have any questions about the contents of this supplement. information about Evan X. Ke is available on the SEC’s website at Additional www.adviserinfo.sec.gov 5 VAN STRUM & TOWNE, INC.INVESTMENT COUNSELSUITE 110733 FRONT STREET • SAN FRANCISCO, CALIFORNIA 94111415 / 981-3455 FAX 415 / 981-3425 Item 2: Educational Background and Business Experience Evan X. Ke, CFA was born in 1989 and graduated from the University of California, Berkeley, in 2010 with a Bachelor of Arts in Economics. Evan is a CFA Charterholder. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct. Evan joined Van Strum & Towne in 2026. Prior to joining Van Strum & Towne, he served as a portfolio manager at SKBA Capital Management, LLC for seven years. Prior to that, he worked as a securities analyst for six years. Item 3: Disciplinary Information No violations to report. Item 4: Other Business Activities No other business activities to report. Item 5: Additional Compensation No additional compensation arrangements to report. Item 6: Supervision The individuals responsible for supervising Evan X. Ke are James L. Collins, Principal, Barbara A. Wright, Principal and the firm’s Chief Compliance Officer (CCO), Lalaine V. Le. These individuals may be contacted at 415.981.3455 if you have any questions. Item 7: Requirements for State-Registered Advisers Van Strum & Towne is not a state-registered adviser. 6

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