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VAN HULZEN FINANCIAL ADVISORS
Legal name: VAN HULZEN ASSET MANAGEMENT, LLC
CRD 116632File 801-61884
APPROVED
Retail clients
Custody
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.14B
Top 25% of cohort (national)
Discretionary AUM
$2.13B
Non-discretionary $17.2M
Clients
1,499
2,938 accounts
Employees
21
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 14, 2003
- Principal office
- 4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, 95762
- Phone
- (916) 608-4284
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.14B
- Discretionary AUM
- $2.13B
- Non-discretionary AUM
- $17.2M
- Discretionary accounts
- 2,918
- Non-discretionary accounts
- 20
- Total accounts
- 2,938
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $105.1M |
| Charitable organizations | 44 | $45.1M |
| High net worth individuals | 369 | $1.36B |
| Pooled investment vehicles | 1 | $224.7M |
| Pension and profit sharing plans | 36 | $39.3M |
| Individuals (other than high net worth individuals) | 1,020 | $373.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 21 | decreased by2 |
| Apr 1, 2026 | Clients | 1,380 | 1,499 | increased by119 |
| Apr 1, 2026 | AUM | $1,859,922,004 | $2,143,345,481 | increased by$283,423,477 |
| Apr 1, 2026 | Accounts | 2,701 | 2,938 | increased by237 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 23 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,345 | 1,380 | increased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,601,871,919 | $1,859,922,004 | increased by$258,050,085 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,010 | 2,701 | increased by691 |
| Apr 1, 2022 | Clients | 1,854 | 1,345 | decreased by509 |
| Apr 1, 2022 | AUM | $1,309,148,564 | $1,601,871,919 | increased by$292,723,355 |
| Apr 1, 2022 | Accounts | 1,853 | 2,010 | increased by157 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VAN HULZEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VAN HULZEN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.