Human Investing

RIASEC RegisteredEst. 2004
Total AUM
$2.2B
Discretionary
$964M
43% of AUM
Avg account
$658K
Accounts
3,382
Employees
28
Advisory reps
18

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

FINTRX

Overview

Human Investing is an independent RIA organized as an LLC and registered with the SEC since 2004. The firm serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Compensation is a mix of asset‑based fees, hourly charges, and fixed fees. Human Investing reports it does not operate as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, US Government Bonds 5%, Exchange Traded Equities 4%, Cash & Cash Equivalents 3%, Private Funds 1%87%
  • Public Funds/Mutual Funds87%
  • US Government Bonds5%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents3%
  • Private Funds1%

Owners & executives

3 of 3
  • Peter Fisher

    Peter Fisher

    Founding Partner & CEOCRD 2832891

  • Andrew Nelson

    Andrew Nelson

    Managing Partner and Chief Executive OfficerCRD 5570092

  • Jill Novak

    Jill Novak

    Partner, Chief People OfficerCRD 6569854

Contacts

3 of 15
  • Mitchell Chilcott

    Mitchell Chilcott

    AdvisorCRD 8179230

  • Cole Thomas

    Cole Thomas

    Associate AdvisorCRD 8035806

  • Holly Huddleson

    Holly Huddleson

    AdvisorCRD 8021446

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 54

Active vs passive

$723M in ETFs

Passive

89%

$647M

Active

0%

$76.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$224M326,19930.97%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth