LAKE OSWEGO, ORCRD 133017Latest ADV March 26, 2026
Human Investing is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 26, 2026, reports $2.2B in regulatory assets under management, 28 employees, and 3,382 accounts.
Assets Under Management
$2.2B
Employees
28
Offices
--
Total Clients
1,348
Primary office
LAKE OSWEGO, OR
6000 MEADOWS RD, SUITE 105, LAKE OSWEGO, OR, United States
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
1,131
2
HNWI
10.1%
136
3
Pension Plans
5.4%
73
4
Charitable
0.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 26, 2026
Discretionary43.4%
$964M
43% of total RAUM43.4%
Non-discretionary56.6%
$1.3B
57% of total RAUM56.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts3,382
10Y AUM Change+$1.4B (+186.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee48:1
10Y Employee Change+8 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.