Histor Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,352,517
Clients
16
Advisors
1
of 1 employees
About
HistorInvesting, LLC is a fee‑only, 100% fiduciary advisory that provides financial planning and non‑discretionary portfolio management to individuals, small businesses, nonprofit organizations, foundations, trustees and executors. The firm also offers hourly planning, educational workshops and seminars, a monthly educational newsletter, and instructional video products alongside its customary Assets Under Advisory (AUA) and Assets Under Management (AUM) services.
The firm’s investment process emphasizes macroeconomic analysis and explicit inflationary or deflationary portfolio models, with a generally buy‑and‑hold approach and periodic rebalancing rather than short‑term trading. HistorInvesting typically operates on a non‑discretionary basis—client approval is sought before portfolio changes—and integrates a broader set of asset classes (including real assets such as real estate and precious metals) into its proprietary strategies.
Distinctive features in the brochure include affiliated related entities (HistorConsulting, Inc. and Divorce Financial Specialists, LLC) that provide nonprofit consulting and divorce financial planning and may lead to client referrals, and a stated willingness to work with nonprofit and other institutional clients (with $1,000,000 minimums for portfolio services). The firm also publishes a free monthly newsletter, charges for seminars and a five‑video instructional series, and is led by an owner with accounting experience and CDFA and Series 65 credentials, which the brochure highlights in describing its capabilities.
Client services
Expertise
Fee options
Flat fees for estates of $10,000,000 and above ranging from $48,000 to $70,000 annually for specified estate sizes; custom fees for estates over $15,000,000.
$1,000,000 - $1,999,999: 1.50% annually $2,000,000 - $2,999,999: 1.35% annually $3,000,000 - $4,999,999: 1.00% annually $5,000,000 - $10,000,000: 0.80% annually $10,000,001+: 0.50% annually
$300 per hour for hourly planning services; nonprofit organizations may receive reduced hourly rates at HistorInvesting's discretion.
Account minimum: $1,000,000 Minimum fee: Not explicitly stated as minimum fee, but financial planning analysis fees start from $7,500 for assets less than $5,000,000, $10,000 for less than $10,000,000, and custom fees above $10,000,000. Fee-only: Fees are fee-only; no commissions; no performance-based fees.
Main office
430 McLaws Circle, Suite 100
Williamsburg VA 23185
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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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