# Team Hewins, LLC

> Team Hewins, LLC is an SEC-registered investment advisory firm in Foster City, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 291194
- Filed as: TEAM HEWINS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Foster City, CA
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291194
- AdvisorCensus page: https://advisorcensus.com/firm/team-hewins-llc-foster-city-ca-291194

## Quick answers

**How is Team Hewins, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Team Hewins, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Team Hewins, LLC located?**
Team Hewins, LLC's principal office is in Foster City, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Team Hewins, LLC registered with the SEC or a state?**
Team Hewins, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291194.

**How much does Team Hewins, LLC manage?**
Team Hewins, LLC reports $3,966,070,638 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (50% discretionary).

**How have Team Hewins, LLC's assets and staff changed since 2021?**
In the Form ADV data for Team Hewins, LLC: Regulatory assets under management: $2,279,944,306 in the October 2021 data and $3,966,070,638 in the October 2026 data, up 74%. Total employees: 23 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Team Hewins, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (304); individuals (other than high net worth individuals) (247); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Team Hewins, LLC use?**
Team Hewins, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and U.S. Bank as custodians holding 10% or more of its separately managed account assets.

**Does Team Hewins, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291194

**What changed in Team Hewins, LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- U.S. Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,966,070,638
- Discretionary: $1,989,508,914
- Non-discretionary: $1,976,561,724

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 247 | $130,259,440 |
| High net worth individuals | 304 | $2,309,399,297 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $57,746,014 |
| Charitable organizations | 8 | $140,955,514 |
| State or municipal government entities (including government pension plans) | 2 | $567,611,877 |
| Corporations or other businesses not listed above | 6 | $760,098,496 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 29 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, LA, NC, NE, NY, OR, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Boca Raton, FL
- Miami, FL

### Websites listed on Form ADV (Item 1.I)
- teamhewins.com
- Facebook @TeamHewins
- LinkedIn @team-hewins
- X @teamhewins

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,279,944,306 | 23 | March 19, 2021 |
| October 2022 | $2,448,933,046 | 26 | August 22, 2022 |
| October 2023 | $2,173,718,910 | 23 | June 8, 2023 |
| October 2024 | $2,501,851,603 | 23 | February 28, 2024 |
| October 2025 | $3,433,219,636 | 26 | February 27, 2025 |
| October 2026 | $3,966,070,638 | 29 | July 22, 2026 |

Regulatory assets under management: $2,279,944,306 in the October 2021 data and $3,966,070,638 in the October 2026 data, up 74%.
Total employees: 23 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NC.

### April 2026
- Registered or notice-filed in LA, NE.

### March 2026
- Employees performing advisory functions went from 18 to 21.
- Regulatory assets under management went from $3,433,219,636 to $3,966,070,638 (+16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Team Hewins, LLC (CRD 291194): Form ADV filing data as of October 2026.