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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 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.