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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-20-2018
- Office Locations
- 3
Office Locations
About Team Hewins, LLC
Team Hewins, LLC is a Foster City, CA RIA that delivers coordinated, team-based financial planning and investment management for clients navigating major life and business decisions, including business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, using ETFs and mutual funds alongside selected fixed income and alternatives, with tax-efficient and ESG/SRI options. Custodied primarily at Schwab and runs on Tamarac.
Reported data analysis
What the numbers show
Between February 27, 2025 and April 29, 2026, reported AUM increased 15.5%, from $3.4B to $4.0B.
Across 5 reported observations, AUM increased 62.0% between October 26, 2022 and April 29, 2026, from $2.4B to $4.0B.
Of the latest reported AUM, 50.2% is discretionary and 49.8% is non-discretionary.
The firm reports 21 advisory representatives and 576 clients, or 27.4 clients per representative. That equates to $6.9M in reported AUM per client.
The profile lists 3 reported office locations and 8 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Team Hewins, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MIKHAEL BALACHOV
Advisor, Chief Executive Officer, PRINCIPAL
- CRD
- #7083189
- Ownership
- 10% but less than 25%
JOHN MATTHEW BUSSEL
Chief Investment Officer, Financial Professional, PRINCIPAL
- CRD
- #2838167
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
Unlock allContacts
CHRISTOPHER RYAN ANDERSON
Advisor
- CRD
- #6424019
Margaret Elizabeth Avery
Associate Advisor
- CRD
- #8241406
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,989,508,914 | $894,161 |
| Non-Discretionary | $1,976,561,724 | $56,473,192 |
| Total | $3,966,070,638 | $1,754,899 |
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Separately Managed Accounts
SMA allocation detail is available
Team Hewins, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Team Hewins, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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