CRD: 269875
Human Interest Advisors LLC
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- Custodian
- Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-25-2015
- Office Locations
- 1
Office Locations
About Human Interest Advisors LLC
Human Interest Advisors LLC is a SAN Francisco-based RIA. The firm has been operating for 11 years. Managing $8.1B in total assets under management, with 2 advisory representatives. They custody assets with Matrix Trust.
Reported data analysis
What the numbers show
Between September 11, 2025 and July 13, 2026, reported AUM increased 17.3%, from $6.9B to $8.1B.
Across 5 reported observations, AUM increased 323.0% between March 24, 2022 and July 13, 2026, from $1.9B to $8.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 862,471 clients, or 431,235.5 clients per representative. That equates to $9.4K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RICHARD BINFORD ARNEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
KRISTIN LOUISE BURNETT
Chief Compliance Officer
- CRD
- #2702134
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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RONNIE David COX
Advisor
- CRD
- #5859050
Adam Khalek
--
- CRD
- #7301785
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,104,649,569 | $10,636 |
| Non-Discretionary | $0 | -- |
| Total | $8,104,649,569 | $10,636 |
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Separately Managed Accounts
SMA allocation detail is available
Human Interest Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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