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)
| Min | Max | Marginal 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 Assets | Annual Fees | Average 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