HISTOR INVESTING, LLC

Overview

Histor Investing, LLC is a small independent registered investment adviser structured as a limited liability company that serves both individual and institutional clients. The firm emphasizes advice-driven relationships: its reported activities include financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, and investor education through publications and seminars. Business registrations list accounting and other financial product sales as part of its activities, which suggests a practice that blends advisory work with tax or bookkeeping-related services. Investment approach appears conservative and conventional: the largest single asset class reported is public funds and mutual funds, suggesting a core allocation built around pooled products rather than direct-stock concentrated portfolios or broad deployment into private-market strategies. The firm is not flagged as an active ESG investor and is not identified as a capital allocator to external alternative managers, which aligns with a model that favors managed mutual fund sleeves and annuity products for client exposures. Fee arrangements are mixed—percentage of AUM, hourly and fixed fees are all used—indicating flexibility in pricing across different client engagements, from ongoing asset management to project-based planning work. The adviser is not registered as a multi-state adviser and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

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Location & Offices