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Humane Investing, Llc.

Humane Investing, Llc.. CRD 309690

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CRD: 309690

Humane Investing, Llc.

Glen Allen, VA
8044411839
$23.0M Total AUM
$23.0M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Glacier
Established Date
07-09-2020
Office Locations
1

Office Locations

-- Glen Allen VA

About Humane Investing, Llc.

Humane Investing, LLC is a fee-only fiduciary RIA led by CFP Brenda Morris, serving vegetarian and vegan investors nationwide with financial planning and portfolio management. The firm focuses on sustainable, socially responsible “humane” investing that incorporates animal rights and welfare considerations and favors asset managers engaged with the FAIRR initiative; Morris has publicly pressed mutual fund managers to divest from animal exploitation.

Team overview

49 AVG AGE
$23.0M AVG AUM / ADVISOR
$489.4K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vertex focus

Custodian

Insight momentum Foundation Vector value Prime

Investment Themes

Optima unison Focus signal Ember Quantum

Investment Vehicles

Fusion

Platform

Matrix North

Services

Crest vital Vertex eagle Peak radial Beacon Radial Capital ember

Technology

Insight

Owner & Executives

BRENDA ANN MORRIS

BRENDA ANN MORRIS

Chief Compliance Officer, FOUNDER

CRD
#3254266
Ownership
75% or more
(735) 316-3462
crest.value@focuscapital.com
in linkedin.com/in/horizon-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $23,000,000 --
Non-Discretionary $0 --
Total $23,000,000 --

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Separately Managed Accounts

Total SMA Asset: $23,000,000

$23.0M Total SMA
Public Funds:
100.0%
Asset class Assets Assets %
Public Funds $895,611,552 100.0%
Total $895,611,552 100.0%

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