{"url":"https://nivawealth.com/firms/team-hewins-291194","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291194","regulatoryAum":3966070638,"crd":"291194","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6424019","suffix":null,"lastName":"ANDERSON","firstName":"CHRISTOPHER","middleName":"RYAN"},{"crd":"8241406","suffix":null,"lastName":"Avery","firstName":"Margaret","middleName":"Elizabeth"},{"crd":"7083189","suffix":null,"lastName":"BALACHOV","firstName":"MIKHAEL","middleName":null},{"crd":"2838167","suffix":null,"lastName":"BUSSEL","firstName":"JOHN","middleName":"MATTHEW"},{"crd":"7714203","suffix":null,"lastName":"DRYNAN","firstName":"HOYT","middleName":null},{"crd":"6844523","suffix":null,"lastName":"France","firstName":"Derek","middleName":"Joseph"},{"crd":"6392198","suffix":null,"lastName":"GANN 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Hewins, LLC","displayName":"Team Hewins","slug":"team-hewins-291194","website":"https://teamhewins.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/291194/b8bb50f70fff51ef-r1.webp","tone":"light","width":1192,"height":200,"sourceUrl":"https://teamhewins.com/","sourceLabel":"Team Hewins, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/team-hewins","xUrl":"https://x.com/teamhewins","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"950 Tower Lane, Suite 1050","city":"Foster City","state":"CA","stateName":"California","country":"United States","postalCode":"94404"},"tradeNames":[],"registration":{"secApproved":"20 April 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Services","feeBasis":"marginal","fee_tiers":[{"to":2000000,"pct":1,"from":0},{"to":5000000,"pct":0.85,"from":2000000},{"to":10000000,"pct":0.4,"from":5000000},{"to":null,"pct":0.3,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","versionId":1043270,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-04-29","documentName":"TEAM HEWINS FORM ADV PART 2A BROCHURE","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"quarterly","fee_minimum_annual":2500},{"role":"other","program":"Financial Planning and Consulting Services","summary":"Negotiable: typically $3,000 to $10,000 a year as a fixed fee, or $350 to $400 an hour, billed quarterly or monthly and paid directly by the client.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","versionId":1043270,"submittedOn":"2026-04-29","documentName":"TEAM HEWINS FORM ADV PART 2A BROCHURE"},{"role":"other","program":"Retirement Plan Services","summary":"Plan fees are tiered from 0.75% on the first $500,000 of plan assets to 0.10% above $15,000,000, with a $625 quarterly minimum; discounts may be negotiated.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","versionId":1043270,"submittedOn":"2026-04-29","documentName":"TEAM HEWINS FORM ADV PART 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:22:11.592802+00:00","documents":[{"name":"TEAM HEWINS FORM ADV PART 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","versionId":1043270,"submittedOn":"2026-04-29"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":3131594585},{"name":"U.S. Bank National Association","shortName":"U.S. Bank National Association","location":"Los Angeles, CA","smaAssets":569209363}],"custodyNote":"Team Hewins has custody of $1.05B in client assets for 130 clients.","leadership":[{"name":"Mikhael Balachov","title":"Principal, Chief Executive Officer","crd":"7083189"},{"name":"Ka-Tye Koo","title":"Principal, Chief Operating Officer","crd":"6289354"},{"name":"Michelle McCarthy","title":"Chief Compliance Officer","crd":"7682269"},{"name":"John Bussel","title":"Principal and Chief Investment Officer","crd":"2838167"},{"name":"Roger Hewins","title":"Principal, Founding Member","crd":"2205798"},{"name":"Patrice Hornung","title":"Principal, Senior Financial Advisor","crd":"5638082"},{"name":"Karl Schwartz","title":"Principal, Senior Financial Advisor","crd":"5643662"},{"name":"Thuong Thien","title":"Principal, Senior Financial Advisor","crd":"5257407"}],"ownership":[{"label":"Roger Hewins","detail":"Principal, founding member in the 10% to 25% ownership band and a control person, since June 2023."},{"label":"John Bussel","detail":"Principal and chief investment officer in the 10% to 25% ownership band and a control person, since March 2018."},{"label":"Mikhael Balachov","detail":"Principal, chief executive officer in the 10% to 25% ownership band and a control person, since June 2023."},{"label":"Patrice Hornung","detail":"Principal, senior financial advisor in the 10% to 25% ownership band and a control person, since June 2018."},{"label":"Karl Schwartz","detail":"Principal, senior financial advisor in the 10% to 25% ownership band, since April 2021."},{"label":"Ka-Tye Koo","detail":"Principal, chief operating officer in the 10% to 25% ownership band, since June 2023."},{"label":"Thuong Thien","detail":"Principal, senior financial advisor in the 5% to 10% ownership band, since May 2018."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"950 Tower Lane, Suite 1050","city":"Foster City","headquarters":true}]},{"state":"Florida","offices":2,"addresses":[{"street":"2255 Glades Road","city":"Boca Raton"},{"street":"20200 W Dixie Hwy","city":"Miami"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-620-3040","stateRegisteredReps":22,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. government/agency bonds","percent":2},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":65},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":5},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"22 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/291194/PDF/291194.pdf","brochureDate":"29 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043270","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Team Hewins have?","answer":"Team Hewins has 576 clients and manages $3.97 billion for them, as of July 2026. They include 304 high-net-worth individuals, 247 individual clients, and 9 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Team Hewins offer?","answer":"Team Hewins provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Team Hewins charge?","answer":"Team Hewins charges 0.30%–1.00% a year for its Standard Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.","source":"TEAM HEWINS FORM ADV PART 2A BROCHURE, filed 29 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Team Hewins use?","answer":"Team Hewins’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $3.13B and U.S. Bank National Association (Los Angeles, CA), with $569M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Team Hewins have?","answer":"Team Hewins has 22 investment adviser representatives registered with state securities authorities, out of 29 employees, and 21 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Team Hewins invest in?","answer":"At the end of its last fiscal year, Team Hewins’ separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 5% pooled vehicles (private funds and similar), 4% state and local bonds, 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Team Hewins?","answer":"Team Hewins’ direct owners are Roger Hewins, John Bussel, Mikhael Balachov, Patrice Hornung, Karl Schwartz, Ka-Tye Koo and Thuong Thien, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Team Hewins get paid?","answer":"Team Hewins is paid through a percentage of assets under management, hourly charges and fixed fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Team Hewins registered with the SEC?","answer":"Yes, Team Hewins has been registered with the SEC as an investment adviser since 20 April 2018. Its CRD number is 291194 and its SEC file number is 801-112939.","source":"Form ADV Part 1A, Item 1, filed 22 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Team Hewins?","answer":"Team Hewins’ main office is at 950 Tower Lane, Suite 1050, Foster City, CA 94404. Its phone number is 650-620-3040. Its website is teamhewins.com.","source":"Form ADV Part 1A, Item 1.F, filed 22 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/team-hewins-291194/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-29","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1964760/000176538026000240/0001765380-26-000240-index.html","totalValue":365539355,"positionCount":40,"top10Share":0.9361134890660405,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":94300969,"shares":1745668,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US TARGETED VLU","cusip":"25434V609","value":64161992,"shares":917911,"shareType":"SH"},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":52358458,"shares":951799,"shareType":"SH"},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}