Humane Investing, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,000,000
Clients
47
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$468,085
About
Humane Investing serves individual investors and nonprofit organizations, with a stated focus on vegetarians and vegans seeking to align their portfolios with social and environmental values. The firm offers investment portfolio management and ongoing financial planning, implementing strategies through third‑party separately managed accounts as well as managed mutual fund and ETF programs.
The firm emphasizes sustainable, responsible, and impact investing and develops asset allocations and Investment Policy Statements based on client questionnaires and risk profiles. Operating as a fee‑only fiduciary, Humane Investing commonly recommends a third‑party manager for individualized equity portfolios and uses a Schwab platform and automated tools for smaller or mutual‑fund‑based accounts.
What is noteworthy relative to peers is that the firm explicitly serves charitable organizations, including animal‑welfare nonprofits, alongside individual clients — a client mix that is uncommon among similar independent advisers. Humane Investing also retains longstanding operational ties to First Affirmative for customized, separately managed accounts while adapting to Schwab’s evolving automated portfolio tools, a hybrid implementation approach that shapes how portfolios are executed and reviewed.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Demographic focus
Religious/faith focused
Fee options
$0 - $100,000: 1.35% $100,000.01 - $200,000: 1.25% $200,000.01 - $500,000: 1.15% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.95% Above $2,000,000.01+: 0.95%
Account minimum: $100,000 Fee-only: Fee-only advisory firm, no commissions or loads received.
Main office location
Humane Investing, LLC
Glen Allen VA, United States
Number of offices
1
Most active in
Humane Investing, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas · 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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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