Investment adviser · CRD 116632
VAN HULZEN FINANCIAL ADVISORS
Investment adviser filing (IA)
VAN HULZEN ASSET MANAGEMENT, LLC
EL DORADO HILLS, CA, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $2.14B Form ADV · Item 5.F
- Client accounts
- 2,938 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 369 | $1,356,032,857 | 63.3% |
| Individuals | 1,020 | $373,143,433 | 17.4% |
| Pooled investment vehicles | 1 | $224,667,870 | 10.5% |
| Corporations & businesses | 29 | $105,093,156 | 4.9% |
| Charities | 44 | $45,123,959 | 2.1% |
| Retirement plans | 36 | $39,284,206 | 1.8% |
Filing source
Form ADV 2126454 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4370 TOWN CENTER BLVD., SUITE 220EL DORADO HILLS, CA, 95762, United States
CRD 116632
Filing source
Form ADV 2126454 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.