TEAM HEWINS, LLC

CRD 291194File 801-112939

APPROVED

Retail clients

Custody

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$3.97B

Top 25% of cohort (national)

Discretionary AUM

$1.99B

Non-discretionary $1.98B

Clients

576

2,260 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 20, 2018
Principal office: 950 TOWER LANE, SUITE 1050, FOSTER CITY, CA, 94404
Phone: 650-620-3040
Website: https://x.com/teamhewins

Assets & accounts

ADV Item 5F

Total regulatory AUM: $3.97B
Discretionary AUM: $1.99B
Non-discretionary AUM: $1.98B
Discretionary accounts: 2,225
Non-discretionary accounts: 35
Total accounts: 2,260
AUM per client: $6.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$760.1M
Charitable organizations	8	$141.0M
High net worth individuals	304	$2.31B
Pension and profit sharing plans	9	$57.7M
State or municipal government entities	Fewer than 5	$567.6M
Individuals (other than high net worth individuals)	247	$130.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
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: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.