HUMAN INVESTING
Firm details
- Headquarters
- LAKE OSWEGO, Oregon
- CRD number
- 133017
- Registered since
- October 5, 2004
- Website
- www.humaninvesting.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE STANDARD
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans56.57%
- HNWI21.61%
- Individuals19.63%
- Charitable Organizations2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Human Investing is an independent registered investment adviser organized as an LLC and SEC-registered since 2004. The firm is owned by an individual and serves both high‑net‑worth individuals/families and institutional clients. Its fee model is flexible, combining percentage‑of‑AUM billing with hourly and fixed‑fee engagements depending on the engagement. Service lines reported on filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser; it is not structured as a capital allocator to third‑party private funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- US Government Bonds5%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- Private Funds1%
Owners & executives
2 of 2PETER FISHER
Founding Partner & CEOCRD 2832891
Jill Novak
Partner, Chief People OfficerCRD 6569854
Contacts
3 of 16Mitchell Chilcott
AdvisorCRD 8179230
Cole Thomas
Associate AdvisorCRD 8035806
Holly Huddleson
AdvisorCRD 8021446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$646M in ETFs
89%
$575M
0%
$71M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $190M | 317,962 | 29.43% |
Location
LAKE OSWEGO, OR
CLACKAMAS
Location
LAKE OSWEGO, OR
Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 6000 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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