VAN HULZEN FINANCIAL ADVISORS
Latest filing: Mar 31, 2025 (75 days ago)
AUM
$1,859,922,004
-7% change vs. 1 year ago
16% change vs. 3 years ago
68% change vs. 5 years ago
261% change vs. 10 years ago
Employee Count
23
21% change vs. 1 year ago
21% change vs. 3 years ago
21% change vs. 5 years ago
188% change vs. 10 years ago
Main Office
EL DORADO HILLS, CA
4370 TOWN CENTER BLVD., EL DORADO HILLS, CA, UNITED STATES, 95762
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.8 |
| Non-Discretionary | $0.0 |
| Total | $1.9 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.3 |
| Institutional | $0.2 |
| Total | $1.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,053 | $0.4 |
| Average Individual AUM | $399,268 | |
| HNW | 227 | $1.0 |
| Average HNW AUM | $4,312,094 | |
| Retail Total | 1,280 | $1.4 |
| Average Retail AUM | $1,093,184 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.0 |
| NORTHERN TRUST SECURITIES, INC. | CHICAGO-IL-USA | $0.7 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.6 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 69% | $1.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 7% | $0.1 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 13% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 1% | $0.0 |
| Other Pools | 4% | $0.1 |
| Cash | 2% | $0.0 |
| Other | 2% | $0.0 |
| Total | 100% | $1.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| WEDBUSH SECURITIES INC. | $5.7 | broker-dealer | 877 |
| MW INVESTMENT STRATEGY | $0.0 | 118433 | |
| CITADEL FAMILY INSURANCE SOLUTIONS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| VANHULZEN, CRAIG, DENNIS | FOUNDER AND CEO |
| NICHOLSON, BRADLEY, ROBERT | PRESIDENT |
| TEN BRINK, STEFANUS | MANAGING DIRECTOR |
| BEAL, RHETT, AUGUSTIN | VICE PRESIDENT |
| NEDERVELD, PAUL | DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER |
| PEARCE, JOHN, ROBERSON | MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
16 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER SCHREUR | EL DORADO HILLS | CA | S63|1993-01-04|S65|2006-06-02 | ||||||
| RHETT BEAL | EL DORADO HILLS | CA | S65|2014-11-17 | ||||||
| AMBER ADAMS | EL DORADO HILLS | CA | S65|2021-05-04 | ||||||
| SEAN SOWERS | EL DORADO HILLS | CA | S63|1995-06-15|S66|2013-10-09 | ||||||
| BRADLEY NICHOLSON | EL DORADO HILLS | CA | S65|2003-05-02 | CERTIFIED FINANCIAL PLANNER | |||||
| CRAIG VANHULZEN | EL DORADO HILLS | CA | S63|1994-04-12|S65|1996-06-14 | ||||||
| STEFANUS TEN BRINK | EL DORADO HILLS | CA | S65|2011-06-30 | ||||||
| SEAN BORCHARDT | EL DORADO HILLS | CA | S63|2002-03-08|S65|2006-03-06 | ||||||
| GRETCHEN AUBREY | EL DORADO HILLS | CA | S65|2018-08-19 | ||||||
| PAUL NEDERVELD | EL DORADO HILLS | CA | S65|2021-05-25 | ||||||
| ROSHELLE LIMONCELLI | EL DORADO HILLS | CA | S65|2002-09-10|S63|2015-05-20|S66|2016-10-27 | ||||||
| JASON WETSEL | EL DORADO HILLS | CA | S63|2006-06-09|S66|2006-12-12 | ||||||
| JOHN PEARCE | EL DORADO HILLS | CA | S66|2003-05-01 | ||||||
| JARROD JACOBI | EL DORADO HILLS | CA | S63|1995-08-03|S66|2011-07-01 | ||||||
| SHIRLEY BURROWS | EL DORADO HILLS | CA | S63|1995-12-14|S65|2019-11-08 | ||||||
| NICOLE ZETOUNA | EL DORADO HILLS | CA | S63|1995-03-01|S66|2001-02-06 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.9 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $1.9 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $2.0 | -$0.1 | -7% | 19 | 4 | 21% |
| 2023-04-04 | $1.5 | $0.4 | 27% | 19 | 4 | 21% |
| 2022-04-01 | $1.6 | $0.3 | 16% | 19 | 4 | 21% |
| 2021-04-05 | $1.3 | $0.6 | 42% | 19 | 4 | 21% |
| 2020-04-01 | $1.1 | $0.8 | 68% | 19 | 4 | 21% |
| 2019-04-01 | $0.9 | $1.0 | 110% | 13 | 10 | 77% |
| 2018-04-02 | $0.8 | $1.1 | 145% | 13 | 10 | 77% |
| 2017-04-01 | $0.6 | $1.3 | 216% | 12 | 11 | 92% |
| 2016-04-01 | $0.5 | $1.3 | 241% | 8 | 15 | 188% |
| 2015-04-01 | $0.5 | $1.3 | 261% | 8 | 15 | 188% |
| 2014-04-01 | $0.4 | $1.5 | 369% | 8 | 15 | 188% |
| 2013-04-01 | $0.2 | $1.6 | 757% | 8 | 15 | 188% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-03/30/2017, CA-05/07/2001, CO-05/16/2006, FL-02/09/2011, HI-11/27/2023, ID-06/30/2020, IL-02/14/2011, LA-03/30/2017, NM-05/16/2006, NV-04/04/2014, NY-02/08/2011, OR-02/08/2011, TX-03/14/2003, WA-09/07/2011 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV