Team Hewins, LLC

RIASEC RegisteredEst. 2018
Total AUM
$4B
Discretionary
$2B
50% of AUM
Avg account
$1.8M
Accounts
2,260
Employees
29
Advisory reps
24

Firm details

Headquarters
Foster City, California
CRD number
291194
Registered since
April 20, 2018
Website
teamhewins.com
Custodians
CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI58.23%
  • Corporations / Businesses19.17%
  • State / Municipal Government14.31%
  • Charitable Organizations3.55%
  • Individuals3.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Team Hewins, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients and operates as a capital allocator, combining portfolio management and financial planning with the selection of outside managers. Its billing models include percentage-of-AUM, hourly charges, and fixed fees. Advisory services explicitly cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars or workshops. The firm identifies as an active ESG investor and has been recognized by Forbes among top RIA firms in both 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 21%, Private Funds 5%, State & Local Bonds 4%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities21%
  • Private Funds5%
  • State & Local Bonds4%
  • US Government Bonds2%

Owners & executives

3 of 4
  • John Bussel

    John Bussel

    Principal and Chief Investment OfficerCRD 2838167

  • Ka-tye Koo

    Ka-tye Koo

    Principal & Chief Operating OfficerCRD 6289354

  • Mikhael Balachov

    Mikhael Balachov

    Registered Principal, Chief Executive OfficerCRD 7083189

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Contacts

3 of 20
  • Shelby Miller

    Shelby Miller

    Financial AdvisorCRD 6201117

  • Alireza Hosseinlar

    Alireza Hosseinlar

    Associate AdvisorCRD 7356120

  • Hoyt Drynan

    Hoyt Drynan

    Associate AdvisorCRD 7714203

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$365M in ETFs

Passive

8%

$30.3M

Active

92%

$335M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)DimensionalActiveForeign Large Value$94.3M1,745,66825.80%
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Location

Primary office

Foster City, CA

San Mateo

Location

Foster City, CA

Headquartered in Foster City, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
950 Tower Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth