Human Investing
Lake Oswego, OR·SEC-registered · CRD #133017
Human Investing is an SEC-registered investment advisory firm in Lake Oswego, OR managing $2.2B across 3.5k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
3.5k
Advisory staff
18
Fee model
Fee-based
How Human Investing is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Human Investing
How much does Human Investing manage?
Per its most recent SEC Form ADV filing (03/26/2026), Human Investing reports $2.2B in regulatory assets under management across roughly 3.5k client accounts.
How does Human Investing charge?
Human Investing is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Human Investing a fiduciary?
Yes. Human Investing is registered with the U.S. Securities and Exchange Commission (CRD #133017), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Human Investing taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Human Investing and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Human Investing's public SEC Form ADV filing (CRD #133017, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Human Investing. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Human Investing? Claim this profile.