Humane Investing, LLC

RIASEC Registered
Total AUM
$23M
Discretionary
$23M
100% of AUM
Avg account
$343K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
309690
Fee structure
Percentage of AUM
Client types
  • HNWI47.83%
  • Individuals47.83%
  • Charitable Organizations4.35%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Humane Investing, LLC is a small, independent registered investment adviser operating as an LLC and focused on individuals and families. The firm provides fee-based advice charged as a percentage of assets under management and centers its practice on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients require specialized capabilities. Humane Investing is identified as a capital allocator, which indicates it can place client capital with external managers or strategies as part of its service mix. Investment preferences skew toward pooled public vehicles rather than direct-stock concentrated strategies or in-house alternative platforms. The firm is not identified as an active ESG investor, and it operates from a single-state base rather than as a multi-state adviser. Its client profile and service set suggest a hands-on planning relationship for each household, with discretionary portfolio implementation executed through external fund vehicles and manager selections where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

1 of 1
  • Brenda Morris

    Brenda Morris

    Founder and CEOCRD 3254266

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth