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
23

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, SEC-registered RIA formed in 2018 and organized as an LLC with individual ownership. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, plus selection of outside advisers and educational workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Team Hewins identifies as an active ESG investor and has been recognized by Forbes among America’s 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

    Principal and Chief Investment OfficerCRD 2838167

  • KA-TYE KOO

    Principal & Chief Operating OfficerCRD 6289354

  • Mikhael Balachov

    Registered Principal, Chief Executive OfficerCRD 7083189

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Contacts

3 of 19

  • SHELBY MILLER

    Financial AdvisorCRD 6201117

  • Alireza Hosseinlar

    Associate AdvisorCRD 7356120

  • 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 41

Active vs passive

$337M in ETFs

Passive

8%

$26.9M

Active

92%

$310M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL VALUE ETF (DFIV)DimensionalActiveForeign Large Value$93M1,761,27327.62%
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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