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VAN HULZEN FINANCIAL ADVISORS

EL DORADO HILLS, CA · CRD 116632 · IAPD ↗ · vaminstituional.com · (916) 608-4284

$2.14BRegulatory AUM
16Advisory reps
21Employees
0Clients
51-100Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
September 2026 — VAN HULZEN FINANCIAL ADVISORS changed its website from vanhulzenadvisors.com to vaminstituional.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
September 2026 — VAN HULZEN FINANCIAL ADVISORS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — VAN HULZEN FINANCIAL ADVISORS reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — VAN HULZEN FINANCIAL ADVISORS now reports custody of client assets ($337.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
April 2025 — VAN HULZEN FINANCIAL ADVISORS grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — VAN HULZEN ASSET MANAGEMENT is now doing business as VAN HULZEN FINANCIAL ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.