Histor Investing, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,552,517
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
94% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$1,784,532
About
HistorInvesting is a fee‑only, fiduciary advisory firm that provides comprehensive financial planning and non‑discretionary portfolio management to individuals, small businesses, nonprofit organizations, and institutional clients. In addition to advisory work, the firm offers educational services including workshops and seminars, an instructional video series, and a monthly educational newsletter.
The firm’s investment process emphasizes macroeconomic analysis and a life‑cycle planning framework, using inflationary and deflationary portfolio models, periodic rebalancing, and a buy‑and‑hold orientation with limited trading. HistorInvesting commonly works under assets‑under‑advisory arrangements while also providing non‑discretionary AUM services where the client retains final trading authority.
HistorInvesting is distinctive among independent advisers for packaging paid educational products (seminars, a video series, and a newsletter) alongside advisory services and for its affiliated business activities that include nonprofit consulting and divorce financial planning, which can generate cross‑referrals. The principal’s accounting background and divorce‑financial planning credential, the firm’s willingness to accept nonprofit and institutional mandates with $1 million minimums, and a small, concentrated client roster reflect a focus on higher‑net‑worth and charitable institutional work that is uncommon for peers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Instructional videos
Expertise
General retirement planning
Wealth management
Cash flow / budgeting
Demographic focus
HENRY (High Earners, Not Rich Yet)
Established Professionals
Fee options
Annual flat fees for estates $10,000,000 and above, ranging from $48,000 to $70,000 with custom fees for estates over $15,000,000; flat fee requires prior completion of financial analysis.
$1,000,000 - $1,999,999: 1.50% $2,000,000 - $2,999,999: 1.35% $3,000,000 - $4,999,999: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,001+: 0.50%
$300 per hour for hourly planning services; may be reduced for nonprofit organizations at discretion of firm.
Account minimum: $1,000,000 Fee-only: Fee-only investment advisory and wealth management firm; no commissions received; fees are non-negotiable.
Main office location
Histor Investing, LLC
430 Mclaws Circle, Suite 100
Williamsburg VA 23185, United States
Number of offices
2
Most active in
Histor Investing, LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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