HUMAN INVESTING, LLC
Legal name: HUMAN INVESTING
CRD #133017 SEC #801-63556 LAKE OSWEGO, OR 503-905-3100
SEC Registered
Total AUM
$1.9B
Discretionary
$756.9M
Employees
26
Clients
10
Accounts
2,957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $756.9M | $1.1B | 26 | 6 |
| Mar 2024 | $1.6B | $639.1M | $1B | 22 | 5 |
| Nov 2023 | $1.4B | $532.3M | $884.4M | 21 | 6 |
| Nov 2023 | $1.4B | $532.3M | $884.4M | 21 | 6 |
| Mar 2023 | $1.4B | $532.3M | $884.4M | 21 | 6 |
| Jan 2023 | $1.6B | $599M | $1B | 21 | 10 |
| Jun 2022 | $1.6B | $599M | $1B | 21 | 10 |
| Mar 2022 | $1.6B | $599M | $1B | 21 | 10 |
| Nov 2021 | $1.3B | $487M | $770.7M | 20 | 20 |
| Oct 2021 | $1.3B | $487M | $770.7M | 18 | 20 |
| Jul 2021 | $1.3B | $487M | $770.7M | 18 | 20 |
| Jun 2021 | $1.3B | $487M | $770.7M | 16 | 20 |
| Jun 2021 | $1.3B | $487M | $770.7M | 16 | 20 |
| Mar 2021 | $1.3B | $487M | $770.7M | 16 | 20 |
| Aug 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Jul 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Jul 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Jun 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Jun 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Mar 2020 | $1.1B | $459.4M | $629.9M | 17 | 0 |
| Mar 2019 | $1B | $432.6M | $587.8M | 13 | 0 |
| Apr 2018 | $872.6M | $401.9M | $470.7M | 16 | 0 |
| Feb 2018 | $872.6M | $401.9M | $470.7M | 16 | 0 |
| Feb 2017 | $776.6M | $354.6M | $422M | 20 | 300 |
| Mar 2016 | $629M | $283.7M | $345.3M | 13 | 300 |
| Aug 2015 | $552.1M | $240.3M | $311.8M | 13 | 300 |
| May 2015 | $552.1M | $240.3M | $311.8M | 12 | 300 |
| Mar 2015 | $552.1M | $240.3M | $311.8M | 12 | 300 |
| Aug 2014 | $576.4M | $228.5M | $348M | 12 | 300 |
| Mar 2014 | $500M | $200M | $300M | 12 | 300 |
| Nov 2013 | $437M | $172M | $265M | 8 | 200 |
| May 2013 | $437M | $172M | $265M | 8 | 200 |
| Apr 2013 | $437M | $172M | $265M | 8 | 200 |
| Mar 2013 | $437M | $172M | $265M | 8 | 200 |
| Aug 2012 | $331M | $131M | $200M | 6 | 200 |
| Mar 2012 | $331M | $131M | $200M | 6 | 200 |
| Jul 2011 | $250M | $180M | $70M | 10 | -- |
| Jun 2011 | $250M | $180M | $70M | 10 | -- |
| Apr 2011 | $250M | $180M | $70M | 10 | -- |
| Apr 2011 | $250M | $180M | $70M | 10 | -- |
| Feb 2009 | $175M | $175M | $0 | 10 | -- |
| Jan 2008 | $93M | $93M | $0 | 5 | -- |
| Mar 2007 | $115M | $80M | $35M | 5 | -- |
| Jan 2007 | $115M | $80M | $35M | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$756.9M
Non-Disc.$1.1B
Employees26
Clients6
DateMar 2024
Total AUM$1.6B
Discretionary$639.1M
Non-Disc.$1B
Employees22
Clients5
DateNov 2023
Total AUM$1.4B
Discretionary$532.3M
Non-Disc.$884.4M
Employees21
Clients6
DateNov 2023
Total AUM$1.4B
Discretionary$532.3M
Non-Disc.$884.4M
Employees21
Clients6
DateMar 2023
Total AUM$1.4B
Discretionary$532.3M
Non-Disc.$884.4M
Employees21
Clients6
DateJan 2023
Total AUM$1.6B
Discretionary$599M
Non-Disc.$1B
Employees21
Clients10
DateJun 2022
Total AUM$1.6B
Discretionary$599M
Non-Disc.$1B
Employees21
Clients10
DateMar 2022
Total AUM$1.6B
Discretionary$599M
Non-Disc.$1B
Employees21
Clients10
DateNov 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees20
Clients20
DateOct 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees18
Clients20
DateJul 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees18
Clients20
DateJun 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees16
Clients20
DateJun 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees16
Clients20
DateMar 2021
Total AUM$1.3B
Discretionary$487M
Non-Disc.$770.7M
Employees16
Clients20
DateAug 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateJul 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$459.4M
Non-Disc.$629.9M
Employees17
Clients0
DateMar 2019
Total AUM$1B
Discretionary$432.6M
Non-Disc.$587.8M
Employees13
Clients0
DateApr 2018
Total AUM$872.6M
Discretionary$401.9M
Non-Disc.$470.7M
Employees16
Clients0
DateFeb 2018
Total AUM$872.6M
Discretionary$401.9M
Non-Disc.$470.7M
Employees16
Clients0
DateFeb 2017
Total AUM$776.6M
Discretionary$354.6M
Non-Disc.$422M
Employees20
Clients300
DateMar 2016
Total AUM$629M
Discretionary$283.7M
Non-Disc.$345.3M
Employees13
Clients300
DateAug 2015
Total AUM$552.1M
Discretionary$240.3M
Non-Disc.$311.8M
Employees13
Clients300
DateMay 2015
Total AUM$552.1M
Discretionary$240.3M
Non-Disc.$311.8M
Employees12
Clients300
DateMar 2015
Total AUM$552.1M
Discretionary$240.3M
Non-Disc.$311.8M
Employees12
Clients300
DateAug 2014
Total AUM$576.4M
Discretionary$228.5M
Non-Disc.$348M
Employees12
Clients300
DateMar 2014
Total AUM$500M
Discretionary$200M
Non-Disc.$300M
Employees12
Clients300
DateNov 2013
Total AUM$437M
Discretionary$172M
Non-Disc.$265M
Employees8
Clients200
DateMay 2013
Total AUM$437M
Discretionary$172M
Non-Disc.$265M
Employees8
Clients200
DateApr 2013
Total AUM$437M
Discretionary$172M
Non-Disc.$265M
Employees8
Clients200
DateMar 2013
Total AUM$437M
Discretionary$172M
Non-Disc.$265M
Employees8
Clients200
DateAug 2012
Total AUM$331M
Discretionary$131M
Non-Disc.$200M
Employees6
Clients200
DateMar 2012
Total AUM$331M
Discretionary$131M
Non-Disc.$200M
Employees6
Clients200
DateJul 2011
Total AUM$250M
Discretionary$180M
Non-Disc.$70M
Employees10
Clients--
DateJun 2011
Total AUM$250M
Discretionary$180M
Non-Disc.$70M
Employees10
Clients--
DateApr 2011
Total AUM$250M
Discretionary$180M
Non-Disc.$70M
Employees10
Clients--
DateApr 2011
Total AUM$250M
Discretionary$180M
Non-Disc.$70M
Employees10
Clients--
DateFeb 2009
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$93M
Discretionary$93M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$115M
Discretionary$80M
Non-Disc.$35M
Employees5
Clients--
DateJan 2007
Total AUM$115M
Discretionary$80M
Non-Disc.$35M
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--