|
⚲
|
| Human Investing LLC
✚
|
|
|---|---|
| CRD # | 133017 |
| SEC # | 801-63556 |
| CIK # | 0001767513 |
| AUM | $2.2 B (2026-03-26) |
| Employees | 28 (64% Investors, 0% Brokers) |
| Phone | 503-905-3100 |
| Address | 6000 Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 7.7 | ||
| Apple Inc | 4.4 | ||
| Microsoft Corp | 3.1 | ||
| Lilly Eli & Co | 2.1 | ||
| AbbVie Inc | 2.1 | ||
| Intel Corp | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,131 | 0.4 |
| (b) Individuals (high net worth individuals) | 136 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 73 | 1.3 |
| (h) Charitable organizations | 8 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,382 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,289 | 1.0 |
| Non-Discretionary | 93 | 1.3 |
| Total | 3,382 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,382 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767513] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
J Stern & Co LLP
✚
|
2.2 | |
|
Arbion Limited
✚
|
2.2 | |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.2 |
|
Heritage Investment Group Inc
✚
|
FL | 2.2 |
|
Wealthquest Corporation
✚
|
OH | 2.2 |
|
Aristotle Atlantic Partners LLC
✚
|
FL | 2.2 |
|
Riverfront Investment Group LLC
✚
|
VA | 2.2 |
|
Detalus Advisors LLC
✚
|
MO | 2.2 |
|
Golden State Wealth Management LLC
✚
|
WY | 2.2 |
|
Smith Group Asset Management LLC
✚
|
TX | 2.2 |