Van Hulzen Asset Management
Van Hulzen Asset Management is a registered investment advisor managing over $1 billion in assets for individual and institutional clients. The firm delivers investment advisory, asset management, financial planning, and sub-advisory services across multiple specialized US equity and fixed income strategies.
- Company typePrivate
- Founded1998
- HeadquartersEl Dorado Hills, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Van Hulzen Asset Management does
Van Hulzen Asset Management, LLC, operating via DBA as Van Hulzen Financial Advisors, is a registered investment advisor (RIA) founded by Craig Van Hulzen in 1998 and headquartered in El Dorado Hills, California, with a secondary office in Jackson, California. The firm manages more than $1 billion in assets under management for a client base spanning individual investors and institutional accounts nationwide, positioning itself as one of the fastest-growing registered independent advisory firms in the country. Its service mix includes investment advisory, asset management, financial planning, and retirement planning, delivered through direct advisory relationships.
The firm's product shelf is anchored on a multi-strategy investment platform covering US Covered Calls, US Small Cap, Tactical Asset Allocation, US Equities, and US Corporate and Municipal Bonds, with the Covered Calls and Small Cap strategies also offered on a sub-advisory basis to third-party advisors and platforms. This dual-channel model — direct retail/institutional advisory plus sub-advisory B2B distribution — is the primary revenue mechanism. The firm generates revenue through recurring AUM-based advisory and asset management fees; specific fee schedules are not publicly disclosed and are communicated through Form ADV Part 3 and direct inquiry.
No proprietary technology platform, AI/ML capabilities, or data products are evidenced in available sources. The operating model is fundamentally human-led portfolio management, with brand credibility supported by media features in Business Week, Fortune Online, Pensions & Investment, Financial Planning, and USA Today. The firm remains privately held under founder ownership, with no disclosed institutional investors, acquisitions, or external funding rounds.
Van Hulzen Asset Management firmographics
Firmographics- Name
- Van Hulzen Asset Management
- Legal name
- Van Hulzen Asset Management, LLC
- Website
- https://vaminvest.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Van Hulzen Asset Management is a registered investment advisor managing over $1 billion in assets for individual and institutional clients. The firm delivers investment advisory, asset management, financial planning, and sub-advisory services across multiple specialized US equity and fixed income strategies.
- Ownership category
- akta.pro rank
Van Hulzen Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Where Van Hulzen Asset Management is headquartered
LocationHeadquarters
- HQ city
- El Dorado Hills
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Van Hulzen Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Advisory and Asset Management Fees: Van Hulzen Asset Management generates revenue through investment advisory fees and asset management fees based on assets under management (AUM). As a registered investment advisor, the firm charges fees for providing investment advisory, asset management, financial planning, and retirement planning services to individual and institutional clients.
Go-to-market motion1 record
Distribution channels2 records
Van Hulzen Asset Management product offering
Product offeringCore offering
Van Hulzen Asset Management is a registered investment advisor (RIA) that provides investment advisory, asset management, financial planning, and retirement planning services to individual investors, and manages portfolios for institutional clients across multiple strategies including US Covered Calls, US Small Cap, tactical asset allocation, US equities, and US corporate and municipal bonds. The firm also serves as a sub-advisor for US Covered Call and US Small Cap strategies for third-party advisors and platforms.
Product overview
Van Hulzen Asset Management operates as a unified registered investment advisory platform offering investment advisory, asset management, financial planning, and retirement planning services. The firm provides a portfolio of investment strategies including US Covered Calls, US Small Cap, Tactical Asset Allocation, US Equities, and US Corporate and Municipal Bonds. The firm serves individual investors and institutional clients, and additionally acts as a sub-advisor for third-party advisors and platforms, offering its US Covered Call and US Small Cap strategies through those channels.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services
- Asset Management
- Financial Planning
- Retirement Planning
- US Covered Calls Strategy
Quantifiable outcome
- Over $1 billion in assets under management
Companies that use Van Hulzen Asset Management
Customer profileSegments2 records
Ideal customer profiles2 records
Van Hulzen Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Van Hulzen Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Third-Party Advisors and PlatformscoreVan Hulzen Asset Management serves as a sub-advisor for US Covered Call strategies and U.S. Small Cap Strategy for a number of third-party advisors and platforms. These partners distribute Van Hulzen's investment strategies to their own client bases, representing a significant channel partnership where the firm provides specialized portfolio management expertise.
Scale indicators3 records
Recent moves3 records
Expansion highlights4 records
Van Hulzen Asset Management competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: Large independent RIA primarily focused on institutional and high-net-worth portfolio management with proprietary strategies. Overlaps with Van Hulzen's institutional sub-advisory and active equity strategies, though at much greater scale.
- Cetera Financial Group: Independent broker-dealer and RIA support firm hosting sub-advisory offerings for affiliated advisors. Comparable in providing sub-advisory strategy access to third-party advisor platforms.
- Edelman Financial Engines: Large independent RIA providing wealth management and financial planning nationally for individuals and institutions. Comparable RIA model and dual client base, but at substantially larger AUM scale.
- Commonwealth Financial Network: Independent RIA and broker-dealer support platform offering sub-advisory portfolio strategies to affiliated advisors. Comparable sub-advisory distribution channel and independent RIA positioning.
Direct peers
- Cambridge Investment Research: Independent broker-dealer and RIA support platform with significant sub-advisory relationships for third-party advisors. Comparable in serving as sub-advisor to advisor platforms for differentiated strategies.
- Carson Group: Independent RIA and coaching platform for financial advisors with significant sub-advisory and institutional components. Comparable independent RIA structure serving both individual and institutional clients.
- Buckingham Strategic Wealth: Independent RIA providing wealth management, financial planning, and portfolio management for individuals and institutions. Comparable in size band, fee model, and advisor-led growth trajectory.
- Creative Planning: Large independent, multi-strategy RIA serving both individual and institutional clients with diversified portfolio management offerings. Highly comparable to Van Hulzen in business model and client mix, though at significantly greater scale.
- Mariner Wealth Advisors: Independent RIA platform offering wealth advisory, financial planning, and institutional sub-advisory services nationally. Closely mirrors Van Hulzen's dual-channel RIA model with multi-strategy capabilities.
Emerging players
- GAMCO Investors: Active asset manager specializing in U.S. equities and small-cap strategies with sub-advisory and institutional distribution. Comparable in active equity and small-cap specialization offered through sub-advisory to advisors and institutions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Van Hulzen Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Van Hulzen Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Van Hulzen Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Van Hulzen Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Van Hulzen Asset Management
What does Van Hulzen Asset Management do?
Van Hulzen Asset Management is a registered investment advisor (RIA) that provides investment advisory, asset management, financial planning, and retirement planning services to individual investors, and manages portfolios for institutional clients across multiple strategies including US Covered Calls, US Small Cap, tactical asset allocation, US equities, and US corporate and municipal bonds. The firm also serves as a sub-advisor for US Covered Call and US Small Cap strategies for third-party advisors and platforms.
Is Van Hulzen Asset Management a public or private company?
Van Hulzen Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Van Hulzen Asset Management founded?
Van Hulzen Asset Management was founded in 1998. It employs 11 to 50 people.
Where is Van Hulzen Asset Management based?
Van Hulzen Asset Management is headquartered in El Dorado Hills, United States, in the North America region.
How does Van Hulzen Asset Management make money?
One revenue line is on record: advisory and Asset Management Fees.
Who are Van Hulzen Asset Management's main competitors?
Broad incumbents on record are Fisher Investments, Cetera Financial Group, Edelman Financial Engines and Commonwealth Financial Network. Direct peers are Cambridge Investment Research, Carson Group, Buckingham Strategic Wealth, Creative Planning and Mariner Wealth Advisors. GAMCO Investors is listed as an emerging player.
Does Van Hulzen Asset Management have an API?
No public API is recorded for Van Hulzen Asset Management.
What industry is Van Hulzen Asset Management in?
Van Hulzen Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.