Humane Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
Glen Allen VA
Advisors at this office
1
Most active in
California · Texas · Virginia
Disclosures
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Other specialized services
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