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The fee is billed in arrears and is negotiable.","source":"VAN HULZEN ADV PART 2A BROCHURE 8 2026, filed 17 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Van Hulzen Asset Management use?","answer":"Van Hulzen Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.31B, Northern Trust Securities, Inc. (Chicago, IL), with $355M and Fidelity Investments (Boston, MA), with $262M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Van Hulzen Asset Management have?","answer":"Van Hulzen Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 21 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Van Hulzen Asset Management invest in?","answer":"At the end of its last fiscal year, Van Hulzen Asset Management’s separately managed accounts held 68% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 5% U.S. government and agency bonds, 4% cash and equivalents, 1% state and local bonds and 1% derivatives.","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 Van Hulzen Asset Management?","answer":"Van Hulzen Asset Management is owned through a holding company by Wedbush Family Partners, LLC. 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