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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
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Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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