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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
About Human Investing
Human Investing is an independent advisory firm (since 2004) serving individuals and families with comprehensive financial planning across investments, estate, insurance, retirement, employee benefits, and taxes. The team also advises employers on retirement plans, including plan offerings, participant education, and compliance support. Investment approach emphasizes asset allocation and index-oriented portfolios using mutual funds and ETFs, supported by a client journal and livecast events.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER RAY FISHER
Founding Partner
- CRD
- #2832891
- Ownership
- 10% but less than 25%
MARC MASAO KADOMATSU
Financial Advisor, Managing Partner
- CRD
- #4612926
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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David Anderson
Advisor
- CRD
- #6721929
Drayton Leigh Carlberg
Associate Advisor
- CRD
- #7447914
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $964,226,219 | $293,167 |
| Non-Discretionary | $1,259,935,556 | $13,547,694 |
| Total | $2,224,161,775 | $657,647 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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