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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Human Investing LLC
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| CRD # | 133017 |
| SEC # | 801-63556 |
| CIK # | 0001767513 |
| AUM | $1.9 B (2025-03-19) |
| Employees | 26 (54% Investors, 0% Brokers) |
| Phone | 503-905-3100 |
| Address | 6000 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 7.6 | ||
| Microsoft Corp | 3.8 | ||
| Apple Inc | 3.3 | ||
| AbbVie Inc | 2.4 | ||
| H&R Block Inc | 2.0 | ||
| Lilly Eli & Co | 1.8 | ||
| Nike Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 920 | 355.0 |
| (b) Individuals (high net worth individuals) | 109 | 360.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 74 | 1,121.3 |
| (h) Charitable organizations | 8 | 42.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,957 | 1,879.6 |
| By Discretionary | ||
| Discretionary | 2,866 | 756.9 |
| Non-Discretionary | 91 | 1,122.7 |
| Total | 2,957 | 1,879.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 1,875.9 | |
| Total | 2,957 | 1,879.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767513] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CornerStone Management Inc
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GA | 1.9 |
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Focused Wealth Management Inc
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NY | 1.9 |
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Well Done LLC
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MI | 1.9 |
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DT Investment Partners LLC
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PA | 1.9 |
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Heartland Advisors Inc
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WI | 1.9 |
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Kiley Juergens Wealth Management LLC
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WA | 1.9 |
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Heitman Real Estate Securities LLC
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IL | 1.9 |
|
Boston Family Office LLC
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MA | 1.9 |
|
Suncoast Equity Management LLC
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FL | 1.9 |
|
Avity Investment Management Inc
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|
CT | 1.9 |