EL DORADO HILLS, CACRD 116632Latest ADV March 19, 2026
Van Hulzen Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Dorado Hills, CA. Its latest Form ADV filing, dated March 19, 2026, reports $2.1B in regulatory assets under management, 21 employees, 2 offices, and 2,938 accounts.
Assets Under Management
$2.1B
Employees
21
Offices
2 offices
Total Clients
1,499
Primary office
EL DORADO HILLS, CA
4370 TOWN CENTER BLVD., SUITE 220, EL DORADO HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
1,020
2
HNWI
24.6%
369
3
Charitable
2.9%
44
4
Pension Plans
2.4%
36
5
Corporations
1.9%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 19, 2026
Discretionary99.2%
$2.1B
99% of total RAUM99.2%
Non-discretionary0.8%
$17M
1% of total RAUM0.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts2,938
10Y AUM Change+$1.6B (+264.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee71:1
10Y Employee Change+9 (+75.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.