SourcingSourcing

HUMAN INVESTING, LLC

C21
CRD 133017·SEC 801-63556·LAKE OSWEGO, OR
AUM
$2.22B
$1B+
Est. Revenue
$22.2M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$53.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUMAN INVESTING, LLC
CRD
133017
SEC file #
801-63556
EIN
743130983
DBA names
Human Investing

Economics

AUM
$2.22B
AUM band
$1B+
AUM trajectory
'20'26
$1.02B → $2.22B▲ +118%
Client mix
Individuals Other1,131
Individuals High Net Worth136
Pension Profit Sharing Plans73
Charitable Organizations8

Operations

Employees (total)
28
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
8 advisors → 18 advisors▲ +125%
Primary office
LAKE OSWEGO OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
humaninvesting.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KADOMATSU, MARC, MASAO
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
KADOMATSU, MARC, MASAO
Kellar, William, Joseph
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HUMANINVESTING.COM
Rdap Domain Creation Date
2008-02-11T18:58:22Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
22
Form 5500 Total Compensation
728,632
Form 5500 Compensation Trajectory 3y
2025711,132
202617,500
Form 5500 Plan Count Trajectory 3y
202521
20261
Schedule C Total Compensation
728,632
Schedule C Service Provider Rows
22

SEC EDGAR

Edgar Cik
0001767513
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001767513-26-000002
Edgar Former Names
ANDERSON FISHER LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Lpl Financial1
Edgar Addresses
Mailing
6000 MEADOWS RDSUITE 105LAKE OSWEGO, OR 97035
Business
6000 MEADOWS RDSUITE 105LAKE OSWEGO, OR 97035
Edgar EIN
743130983
Edgar Recent Filings
13F-HR2026-05-07 · 0001767513-26-000002
13F-HR2026-01-27 · 0001767513-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-11T18:58:22Z
Rdap Domain Last Changed
2023-05-26T02:53:25Z
Rdap Nameservers
Ns83.worldnic.comNs84.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4612926
Trust Company Affiliate
No

People (18)

18
NELSON, ANDREW, WIEMER
IAR · Direct Owner · 17.5%
5570092
Kellar, William, Joseph
IAR · Direct Owner · 17.5%
6598621
KADOMATSU, MARC, MASAO
IAR · Direct Owner · 17.5%
4612926
PETER RAY FISHER
Direct Owner · 17.5%
2832891
Bell, Maria, Lucia Genevieve
IAR · Direct Owner · 7.5%
7491460
Pearce, Austin, Jesse
IAR · Direct Owner · 7.5%
7533789
Gladhill, Andrew, Richard
IAR · Direct Owner · 7.5%
6011358
NOVAK, JILL
Direct Owner · 7.5%
6569854
Holly Huddleson
IAR
8021446
Amanda Marie Earlywine
IAR
7795349
Nicole Lindblom
IAR
8161113
Robin Donovan
IAR
8010173
Cole Thomas
IAR
8035806
Cort Daniel Morris
IAR
7766748
Drayton Leigh Carlberg
IAR
7447914
Mitchell Thomas Chilcott
IAR
8179230
REBECCA ANNE ROHLEDER
IAR
5930563
David Anderson
IAR
6721929