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Van Hulzen Asset Management, LLC

● SEC registered since 2003CRD 116632SEC# 801-61884El Dorado Hills, CA
Export (members)
Reg. AUM
$2.14B
Employees
21
Accounts
2,938
Location
El Dorado Hills, CA

Van Hulzen Asset Management, LLC assets under management

Van Hulzen Asset Management, LLC is an SEC-registered investment adviser based in El Dorado Hills, CA. The firm has been registered since 2003. It reports $2.1 billion in regulatory assets under management and employs 21 people.

Van Hulzen Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Bradley Robert Nicholson ControlPresident10-25%2019
Craig Dennis Vanhulzen ControlFounder And Ceo50-75%2000
John Roberson PearceManaging DirectorUnder 5%2009
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Frequently asked questions

How much does Van Hulzen Asset Management, LLC manage?

Van Hulzen Asset Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Van Hulzen Asset Management, LLC have?

Van Hulzen Asset Management, LLC reports 21 employees.

Where is Van Hulzen Asset Management, LLC located?

Van Hulzen Asset Management, LLC is based in El Dorado Hills, CA and has been SEC-registered since 2003.

Does Van Hulzen Asset Management, LLC disclose fund performance?

Van Hulzen Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
Phone(916) 608-4284
Fax(916) 608-4296
Office hours7:30 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.14B▲ 15%
Mar '25 — $1.86BApr '25 — $1.86BMay '25 — $1.86BJun '25 — $1.86BJul '25 — $1.86BAug '25 — $1.86BSep '25 — $1.86BOct '25 — $1.86BNov '25 — $1.86BDec '25 — $1.86BJan '26 — $1.86BFeb '26 — $1.86BMar '26 — $2.14BApr '26 — $2.14BMay '26 — $2.14BJun '26 — $2.14B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$2.14Bregulatory AUM
Discretionary $2.13BNon-discretionary $17.2M