Rocky Mountain Humane Investing LLC

Overview

Rocky Mountain Humane Investing LLC is a small, individual-owned RIA that manages primarily retail and family capital with a clear tilt toward publicly traded equities. The firm operates as a discretionary manager, running separate management mandates for individuals, small businesses and institutions and charging fees as a percentage of assets under management. Their stated allocation preference is equities, and their filings show a concentrated use of exchange-traded instruments as the core exposure. They are not positioned as an ESG specialist and do not report multi-state advisory activity. Manager allocation appears pragmatic and execution-focused: the firm favors liquid, exchange-traded equity exposure for core portfolios while supplementing those holdings with third-party mutual funds and a modest allocation to alternative strategies. Given the firm’s size and client base, portfolio construction likely emphasizes streamlined implementation, tax-aware ETF placement through a single custodian relationship, and selective use of external managers for alternatives rather than building in-house private-capital platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices