HUMAN INVESTING

Legal name: HUMAN INVESTING, LLC

CRD 133017File 801-63556

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2026

Feed vintage Aug 17, 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

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
Website: https://www.humaninvesting.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.