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| van Hulzen Asset Management LLC
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|---|---|
| CRD # | 116632 |
| SEC # | 801-61884 |
| CIK # | 0001600145 |
| AUM | 2,143.3 M (2026-03-19) |
| Employees | 21 (76% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-608-4284 |
| Address | 4370 Town Center Blvd El Dorado Hills, CA 95762 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001600145 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 92.9 | ||
| Alphabet Inc | 49.2 | ||
| Microsoft Corp | 42.8 | ||
| Archer Daniels Midland Co | 38.5 | ||
| Broadcom Inc | 31.5 | ||
| Tesla Motors Inc | 30.3 | ||
| Johnson & Johnson | 30.3 | ||
| International Business Machines Corp | 27.9 | ||
| McDonalds Corp | 26.5 | ||
| Cisco Systems Inc | 25.1 | ||
| Amazon Com Inc | 21.8 | ||
| Danaher Corp /DE/ | 21.5 | ||
| Ace Ltd | 20.9 | ||
| Nvidia Corp | 20.8 | ||
| Eaton Corp Ltd | 19.5 | ||
| PepsiCo Inc | 18.6 | ||
| J P Morgan Chase & Co | 18.6 | ||
| Facebook Inc | 17.6 | ||
| Royal Dutch Shell PLC | 16.1 | ||
| iShares Comex Gold Trust | 16.0 | ||
| Lam Research Corp | 15.9 | ||
| Coca Cola Co | 15.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 15.1 | ||
| Exelon Corp | 13.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,020 | 0.4 |
| (b) Individuals (high net worth individuals) | 369 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 36 | 0.0 |
| (h) Charitable organizations | 44 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,938 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,918 | 2.1 |
| Non-Discretionary | 20 | 0.0 |
| Total | 2,938 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,938 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600145] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
van Hulzen Asset Management LLC
✚
|
CA | 2,143.3 M |
|
MW Investment Strategy
✚
|
CA | 42.8 M |
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|---|---|---|
|
Sigma Investment Counselors Inc
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MI | 2,170.7 M |
|
Octavia Wealth Advisors LLC
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OH | 2,153.5 M |
|
Evolve Private Wealth LLC
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|
CA | 2,148.0 M |
|
Ethos Financial Group LLC
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|
PA | 2,144.1 M |
|
Financial Management Network Inc
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|
CA | 2,143.7 M |
|
Pinnacle Wealth Planning Services Inc
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|
OH | 2,136.5 M |
|
Next Capital Management LLC
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|
NY | 2,135.5 M |
|
GMO Singapore PTE Limited
✚
|
2,130.7 M | |
|
Orleans Capital Management Corp
✚
|
LA | 2,126.6 M |
|
Suncoast Equity Management LLC
✚
|
FL | 2,114.7 M |