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HUMAN INVESTING
Legal name: HUMAN INVESTING, LLC
CRD 133017File 801-63556
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$964.2M
Non-discretionary $1.26B
Clients
1,348
3,382 accounts
Employees
28
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 5, 2004
- Principal office
- 6000 MEADOWS RD, SUITE 105, LAKE OSWEGO, OR, 97035
- Phone
- 503-905-3100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $964.2M
- Non-discretionary AUM
- $1.26B
- Discretionary accounts
- 3,289
- Non-discretionary accounts
- 93
- Total accounts
- 3,382
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $48.8M |
| High net worth individuals | 136 | $480.6M |
| Pension and profit sharing plans | 73 | $1.26B |
| Individuals (other than high net worth individuals) | 1,131 | $436.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 28 | increased by2 |
| Apr 1, 2026 | Clients | 1,111 | 1,348 | increased by237 |
| Apr 1, 2026 | AUM | $1,879,572,170 | $2,224,161,775 | increased by$344,589,605 |
| Apr 1, 2026 | Accounts | 2,957 | 3,382 | increased by425 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 26 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 798 | 1,111 | increased by313 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,639,632,759 | $1,879,572,170 | increased by$239,939,411 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,111 | 2,957 | increased by846 |
| Apr 1, 2022 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2022 | Clients | 696 | 798 | increased by102 |
| Apr 1, 2022 | AUM | $1,257,732,141 | $1,639,632,759 | increased by$381,900,618 |
| Apr 1, 2022 | Accounts | 2,016 | 2,111 | increased by95 |
| Dec 1, 2021 | Employees | 18 | 20 | increased by2 |
| Aug 1, 2021 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUMAN INVESTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUMAN INVESTING” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.