Wulff, Hansen & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$131,407,458
Clients
136
Advisors
4
across 2 offices
About
Wulff Capital Management is the investment-advisory division of Wulff, Hansen & Co. It provides discretionary portfolio management and limited non‑recurring investment consultation to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable institutions, generally charging asset‑based (percentage‑of‑AUM) fees.
The firm constructs customized portfolios of relatively liquid publicly traded securities, relying primarily on fundamental and cyclical analysis and a generally long‑term holding orientation while generally avoiding margin, private placements, and highly speculative instruments. It states it will act as a fiduciary for retirement accounts when applicable and tailors recommendations to a client’s income needs, time horizon, tax and liquidity considerations.
Distinctive for a firm of this size, Wulff, Hansen & Co. is also registered as a municipal advisor and maintains broker‑dealer activity, and some staff conduct retail brokerage through affiliated or unaffiliated broker‑dealer arrangements while providing municipal advisory services to public entities. The brochure emphasizes that advisory relationships are managed separately from those other activities, that some staff have outside responsibilities that may limit time devoted to advisory work, and that the firm does not accept general custody or routinely vote client proxies.
Client services
Expertise
Fee options
Fixed-rate fees for specific, non-recurring advisory tasks; amounts determined by nature of the task
$0 - $500,000: 1.25% $500,001 - $1,250,000: 1.00% $1,250,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Hourly fees for specific, non-recurring advisory tasks; amounts determined by nature of the task
Account minimum: $250,000
Main office
See office100 Smith Ranch Road, Suite 320
San Rafael CA 94903
Advisors at this office
2
Offices (2)
Most active in
California · Texas
Also doing business as
Wulff Capital Management · Wulff, Hansen & Co.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Christopher C
San Rafael, CA
Wulff, Hansen & Co.
Christopher Charles is a financial advisor with Wulff, Hansen & Co. in San Rafael, CA, holding 46 years of industry experience. He has worked at Wulff, Hansen & Co. since 1979 and also has experience with McClurg Capital Corporation and C.A. Botzum & Co. Charles serves as CEO and CCO of his firm’s broker/dealer, RIA, and municipal advisory businesses, where he supervises and manages portfolios. Wulff Capital Management, the investment advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, retirement plans, trusts, and charitable institutions. The firm focuses on customized portfolios of publicly traded securities using fundamental and cyclical analysis with a long-term holding approach and offers municipal advisory services alongside retail brokerage activities.
Dennis S
Series 63
Lodi, CA
Wulff, Hansen & Co.
Dennis Steinkamp is a financial advisor at Wulff, Hansen & Co. with 38 years of industry experience. He holds a Series 63 designation and has been with Wulff, Hansen & Co. since 1985. He also has a background with McClurg Capital Corporation since 2017. Outside of his advisory role, Steinkamp serves as a successor trustee for several family trusts, including the Jack Alquist Trust and the Wilkerson Family Trust. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios with a focus on fundamental and cyclical analysis and a long-term holding orientation.
Nicolas S
Series 65
Lodi, CA
Wulff, Hansen & Co.
Nicolas Santoyo is a financial advisor at Wulff, Hansen & Co. with a Series 65 designation and four years of industry experience. He has worked at Wulff, Hansen & Co. since 2021 and previously spent six years at Farmers & Merchants Bank. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited non-recurring investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios using fundamental and cyclical analysis with a long-term holding approach, while generally avoiding margin and highly speculative instruments.
Dana S
Series 63, Series 65
San Rafael, CA
Wulff, Hansen & Co.
Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.
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