Van Strum & Towne Inc
- Regulatory AUM
- $483M
- Discretionary
- $443M
- Clients
- 101
- Avg AUM / client
- $4.8M
- Accounts
- 271
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 111 positions, $342,526,905)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | STRM INFPROIDX | $24,826,449 | 497,026 | 7.25% | 5.14% |
| 2 | Microsoft Corp | COM | $19,065,977 | 51,506 | 5.57% | 3.95% |
| 3 | Alphabet Inc | CAP STK CL A | $16,368,778 | 56,923 | 4.78% | 3.39% |
| 4 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $13,685,852 | 172,649 | 4.0% | 2.83% |
| 5 | Vanguard Index Fds | S&P 500 ETF SHS | $12,052,250 | 20,169 | 3.52% | 2.5% |
| 6 | Schwab Strategic Tr | 5 10YR CORP BD | $11,532,213 | 508,475 | 3.37% | 2.39% |
| 7 | Jpmorgan Chase & Co | COM | $11,112,483 | 37,777 | 3.24% | 2.3% |
| 8 | Amgen Inc | COM | $11,011,850 | 31,297 | 3.21% | 2.28% |
| 9 | Johnson & Johnson | COM | $10,926,957 | 44,702 | 3.19% | 2.26% |
| 10 | Automatic Data Processing In | COM | $10,062,694 | 49,526 | 2.94% | 2.08% |
| 11 | Ecolab Inc | COM | $8,664,004 | 32,569 | 2.53% | 1.79% |
| 12 | Abbvie Inc | COM | $8,400,206 | 38,623 | 2.45% | 1.74% |
| 13 | Vanguard Scottsdale Fds | INT-TERM CORP | $8,005,732 | 96,746 | 2.34% | 1.66% |
| 14 | Exxon Mobil Corp | COM | $7,721,199 | 45,510 | 2.25% | 1.6% |
| 15 | International Business Machs | COM | $7,466,951 | 30,806 | 2.18% | 1.55% |
| 16 | Procter & Gamble Co | COM | $7,298,554 | 50,530 | 2.13% | 1.51% |
| 17 | Vanguard Index Fds | TOTAL STK MKT | $6,982,307 | 21,765 | 2.04% | 1.45% |
| 18 | Schwab Strategic Tr | US LRG CAP ETF | $6,687,635 | 260,829 | 1.95% | 1.38% |
| 19 | Select Sector Spdr Tr | STATE STREET ENE | $6,365,711 | 103,913 | 1.86% | 1.32% |
| 20 | Schwab Strategic Tr | US TIPS ETF | $6,286,932 | 236,262 | 1.84% | 1.3% |
| 21 | Emerson Elec Co | COM | $6,233,801 | 47,579 | 1.82% | 1.29% |
| 22 | Pepsico Inc | COM | $6,220,142 | 40,055 | 1.82% | 1.29% |
| 23 | Eli Lilly & Co | COM | $5,565,529 | 6,051 | 1.62% | 1.15% |
| 24 | Schwab Strategic Tr | 1 5YR CORP BD | $5,255,299 | 212,550 | 1.53% | 1.09% |
| 25 | Vanguard Star Fds | VG TL INTL STK F | $5,100,754 | 66,149 | 1.49% | 1.06% |
Top 25 of 111 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $9.1M | 1.88% |
| High net worth individuals | 76 | $403M | 83.5% |
| Charitable organizations | 4 | $25.2M | 5.22% |
| Corporations and other businesses | 3 | $45.4M | 9.39% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barbara Ann Wright | Treasurer And Secretary | CFA | May 2001 (25y) | 50% – 75% |
| James Laird Collins | Chairman | CFA | Jun 2010 (16y) | 50% – 75% |
| Le, Lalaine, Valencia | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Evan Xiaoyi Ke | Registered representative | CFA | Feb 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 927 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $329M (68% of AUM) Mar 2026
- U.S. Bank $153M (32% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗