Human Investing

Registered investment advisor · Lake Oswego, Oregon · CRD #133017

Assets Under Management

$2.2B

Client Accounts

3,382

Employees

CRD Number

133017

Registration

SEC Registered

Custodian

Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc., The Standard

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Human Investing

Human Investing, established in 2004, serves the Pacific Northwest with fiduciary-based financial planning and manages over $1.6 billion in assets. They offer personalized investment and tax strategies to meet clients' financial goals.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Human Investing

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Human Investing's AUM?

Human Investing reports approximately $2.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Human Investing headquartered?

Human Investing is headquartered in Lake Oswego, Oregon.

What is Human Investing's CRD number?

Human Investing's CRD number is 133017. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.