Bank / Wealth / Trust

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Van Hulzen Asset Management

Van Hulzen Asset Management was founded in 1998 by Craig Van Hulzen and is headquartered in El Dorado Hills, California. The firm operates as a registered...

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Van Hulzen Asset Management

Van Hulzen Asset Management was founded in 1998 by Craig Van Hulzen and is headquartered in El Dorado Hills, California. The firm operates as a registered investment advisor serving individuals, pension plans, and corporate clients. Its longevity in the competitive Sacramento-region wealth management market suggests a durable client base built on long-term advisory relationships, though the firm maintains a deliberately low public profile. The firm provides investment advisory services, financial planning, and asset management to its client base. Its advice model covers portfolio construction and ongoing management for private clients and retirement plans. The practice is built around traditional wealth management and fiduciary advisory services rather than proprietary fund products or institutional alternatives. The firm is located in El Dorado Hills, a community east of Sacramento that serves a mix of technology executives, professionals, and retirees drawn from the broader Northern California region. Van Hulzen Asset Management has operated from this base for over two decades, positioning itself as a local, relationship-driven practice. Specific team size and assets under management are not publicly disclosed, consistent with its private advisory posture. The firm's structural differentiator is its steadfastly private, non-institutional approach in a region where many wealth managers have scaled through roll-ups or platform consolidation. Van Hulzen remains a founder-led practice without public advertising, product manufacturing, or a visible multi-family office conversion, preserving a fiduciary model centered on individual client counsel.

General information

Firm type

Bank / Wealth / Trust

Year founded

1998

AUM

Undisclosed

Location

Region

North America

Country

United States

City

El Dorado Hills

Corporate office

El Dorado Hills, CA, United States

Principals

Craig Van Hulzen

Founder

Frequently asked questions

Who runs investment decisions at Van Hulzen Asset Management?

The firm was founded by Craig Van Hulzen in 1998, and he remains the principal investment advisor. As a privately held, founder-led RIA, investment decisions and portfolio construction flow through his office and advisory team rather than a separate investment committee.

Does Van Hulzen operate a proprietary fund or use third-party managers?

The firm's advisory model focuses on constructing client portfolios using a blend of individual securities and third-party managed products, rather than managing a proprietary fund. It is structured as a traditional RIA providing fiduciary asset management and financial planning.

What types of clients does Van Hulzen Asset Management serve?

The firm advises individuals, pension plans, and corporate clients. Its core practice is high-net-worth and retirement-plan advisory in the Northern California market, particularly centered on El Dorado Hills and the broader Sacramento–Folsom corridor.

Is Van Hulzen Asset Management a family office?

No. The firm is a registered investment advisor providing wealth management services to multiple external clients. It is not structured as a single-family office or multi-family office, though its founder-led model shares some characteristics with boutique private-client practices.

Does the firm publish its AUM or client count?

Van Hulzen Asset Management does not publicly disclose its assets under management. The firm maintains a low public profile and does not release marketing materials, performance data, or client counts through public channels.

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