Chris Bulman provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Chris Bulman reports 556 clients. They include 477 individual clients, 78 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 100.0% ($283M across 1,143 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 47% |
| High-net-worth individuals | 14% | 53% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 477 | $133M | 47.0% | $279K |
| High-net-worth individuals | 78 | $149M | 52.8% | $1.92M |
| Pension and profit-sharing plans | Fewer than 5 | $425K | 0.2% | $425K |
| Total | 556 | $283M | 100% | — |
- Clients
- 477
- Regulatory AUM
- $133M
- AUM share
- 47.0%
- Avg. per client
- $279K
- Clients
- 78
- Regulatory AUM
- $149M
- AUM share
- 52.8%
- Avg. per client
- $1.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $425K
- AUM share
- 0.2%
- Avg. per client
- $425K
Total
- Clients
- 556
- Regulatory AUM
- $283M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Chris Bulman charges up to 1.75% a year for its Asset management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Estate Planning
- Flat fee of up to $2,200 for a full trust plan, plus $300 per additional home for titling, $300 for amendments and $250 per individual power of attorney package.
Christopher Bulman owns 75% or more of Chris Bulman. The leadership team of Chris Bulman includes President Christopher Bulman and Chief Compliance Officer Aaron Larson. It has 15 employees, 7 of them in advisory roles.
Staff
- 15 employees
- 7 in advisory functions
- 7 state-registered reps
- 8 insurance agents
- Owns 75% or more of Chris Bulman Inc.
Christopher Bulman
Control person · since March 2021
- Owns 75% or more of Chris Bulman Inc.
Christopher and Sarah Bulman Family Trust
Control person · since March 2021
- Owns 50% to 75% of Christopher and Sarah Bulman Family Trust
Sarah Bulman
Control person · since March 2021
Chris Bulman’s regulatory assets grew 2.6× from $108M (July 2022) to $283M (February 2026); clients rose from 499 to 556 and employees from 2 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $283M | 556 | 15 | 2 |
| Apr 2025April 2025 | $201M | 468 | 16 | 2 |
| Jul 2024July 2024 | $148M | 497 | 14 | 2 |
| Jul 2023July 2023 | $111M | 485 | 2 | 2 |
| Jul 2022July 2022 | $108M | 499 | 2 | 2 |
Besides its headquarters, Chris Bulman has 1 office, with 2 listed addresses in 1 state.
California · 2 listed addresses
- 3300 Douglas BLVD., Suite 200, RosevilleHQ
- 1 Better World Circle, Temecula
Contact and registration details
- Legal name
- Chris Bulman Inc.
- Headquarters
- 3300 Douglas BLVD., Suite 200, Roseville, CA 95661
- Website
- bulmanwealth.com
- Phone
- 916-458-8199
- @bulman-wealth-group
- SEC file
- 801-124893
- Structure
- California corporation
- Fiscal year end
- December
Chris Bulman’s named custodians for separately managed accounts are Fidelity ($242M, 86%) and Charles Schwab ($40.5M, 14%). Chris Bulman has custody of $37.4M for 91 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $242M86%
- Charles SchwabCharles Schwab & Co., Inc. · San Fransciso, CA · $40.5M14%
At year end, Chris Bulman’s separately managed accounts were mostly in funds (55%) and stocks (37%). Its reported 13F holdings for the quarter ended 30 June 2026 total $274M across 165 positions; the largest are Vanguard Index Fds (8.9%), First TR Exchange Traded FD (6.9%) and Invesco Qqq TR (6.8%).
What the accounts hold
- Stocks37%
- Exchange-traded equities36%
- Non-exchange-traded equities1%
- Funds55%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
How many clients does Chris Bulman have?
Chris Bulman has 556 clients and manages $283 million for them, as of February 2026. They include 477 individual clients, 78 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Chris Bulman offer?
Chris Bulman provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Chris Bulman charge?
Chris Bulman charges up to 1.75% a year for its Asset management. The fee is billed in arrears and is negotiable.
Source: ADV 2A, filed 13 October 2026
Which custodians does Chris Bulman use?
Chris Bulman’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $242M and Charles Schwab & Co., Inc. (San Fransciso, CA), with $40.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Chris Bulman have?
Chris Bulman has 7 investment adviser representatives registered with state securities authorities, out of 15 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Chris Bulman invest in?
At the end of its last fiscal year, Chris Bulman’s separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 3% investment grade corporate bonds, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Chris Bulman?
Chris Bulman is owned through a trust by Sarah Bulman. Its direct owners are Christopher Bulman (75% or more) and Christopher and Sarah Bulman Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Chris Bulman get paid?
Chris Bulman is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Chris Bulman?
Chris Bulman’s main office is at 3300 Douglas BLVD., Suite 200, Roseville, CA 95661. Its phone number is 916-458-8199. Its website is bulmanwealth.com.