SourcingSourcing

TEAM HEWINS, LLC

C12
CRD 291194·SEC 801-112939·FOSTER CITY, CA
AUM
$3.97B
$1B+
Est. Revenue
$39.7M
@ 1% on AUM
Est. EBITDA
$11.9M
@ 30% margin
Est. Deal Value
$95.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TEAM HEWINS, LLC
CRD
291194
SEC file #
801-112939
EIN
844376615
DBA names
—

Economics

AUM
$3.97B
AUM band
$1B+
AUM trajectory
'20'26
$1.75B → $3.97B▲ +127%
Client mix
Individuals High Net Worth304
Individuals Other247
Pension Profit Sharing Plans9
Charitable Organizations8
Corporations6

Operations

Employees (total)
29
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
13 advisors → 21 advisors▲ +62%
Primary office
FOSTER CITY CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
teamhewins.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BALACHOV, MIKHAEL
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BALACHOV, MIKHAEL
BUSSEL, JOHN, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TEAMHEWINS.COM
Rdap Domain Creation Date
2018-03-28T18:22:17Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
22,090
Form 5500 Compensation Trajectory 3y
202522,090
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
22,090
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001964760
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2023-02-08
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001765380-26-000130

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
22
Bc Firm IAR Count
22
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
950 TOWER LANESUITE 1050FOSTER CITY, CA 94404
Business
950 TOWER LANESUITE 1050FOSTER CITY, CA 94404
Edgar EIN
844376615
Edgar Recent Filings
13F-HR2026-04-30 · 0001765380-26-000130
13F-HR2026-01-28 · 0001765380-26-000051
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-28T18:22:17Z
Rdap Domain Last Changed
2026-03-29T14:16:18Z
Rdap Nameservers
Ns1-07.azure-dns.comNs2-07.azure-dns.netNs3-07.azure-dns.orgNs4-07.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7083189
Trust Company Affiliate
No

People (23)

23
BUSSEL, JOHN, MATTHEW
IAR · Direct Owner · 17.5%
2838167
HORNUNG, PATRICE, MARGARET CRESCI
IAR · Direct Owner · 17.5%
5638082
KOO, KA-TYE
IAR · Direct Owner · 17.5%
6289354
SCHWARTZ, KARL, ARTHUR
IAR · Direct Owner · 17.5%
5643662
HEWINS, ROGER, COLBURN
IAR · Direct Owner · 17.5%
2205798
BALACHOV, MIKHAEL
IAR · Direct Owner · 17.5%
7083189
THIEN, THUONG, THANH
IAR · Direct Owner · 7.5%
5257407
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
PHILIP HERZBERG
IAR
4635089
CHRISTOPHER RYAN ANDERSON
IAR
6424019
Alireza Hosseinlar
IAR
7356120
SHELBY GEREE MILLER
IAR
6201117
Kaycia Marie Rossi
IAR
8088407
Derek Joseph France
IAR
6844523
HOYT DRYNAN
IAR
7714203
CLARICE M NOLET
IAR
5514836
Rachael Catherine Grattan
IAR
6722198
CAROLYN ELIZABETH KELLY
IAR
5012748
Richard Alexander Larsen
IAR
7990131
Margaret Elizabeth Avery
IAR
8241406
CHRISTINA DANIELLE GANN MUNGUIA
IAR
6392198
DEBORAH ANN PERI
IAR
4362375
LUKE JOHN CALHOUN HAYES
IAR
2508612