Investment adviser · CRD 133017
HUMAN INVESTING
Investment adviser filing (IA)
HUMAN INVESTING, LLC
LAKE OSWEGO, OR, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $2.22B Form ADV · Item 5.F
- Client accounts
- 3,382 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 73 | $1,258,194,258 | 56.6% |
| High-net-worth individuals | 136 | $480,603,174 | 21.6% |
| Individuals | 1,131 | $436,537,203 | 19.6% |
| Charities | 8 | $48,827,140 | 2.2% |
Filing source
Form ADV 2056350 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6000 MEADOWS RD, SUITE 105LAKE OSWEGO, OR, 97035, United States
CRD 133017
Filing source
Form ADV 2056350 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.