Humane Investing, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309690
- Website
- humaneinvesting.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI47.83%
- Individuals47.83%
- Charitable Organizations4.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Humane Investing, LLC is a small, independent registered investment adviser operating as an LLC and focused on individuals and families. The firm provides fee-based advice charged as a percentage of assets under management and centers its practice on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require specialized capabilities. Humane Investing is identified as a capital allocator, which indicates it can place client capital with external managers or strategies as part of its service mix. Investment preferences skew toward pooled public vehicles rather than direct-stock concentrated strategies or in-house alternative platforms. The firm is not identified as an active ESG investor, and it operates from a single-state base rather than as a multi-state adviser. Its client profile and service set suggest a hands-on planning relationship for each household, with discretionary portfolio implementation executed through external fund vehicles and manager selections where appropriate.
Assets & Accounts
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 Funds100%
Owners & executives
1 of 1
Brenda Morris
Founder and CEOCRD 3254266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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