# Histor Investing, LLC

> Histor Investing, LLC is a state-registered investment advisory firm in Williamsburg, VA, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 156866
- Filed as: HISTOR INVESTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Williamsburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156866
- AdvisorCensus page: https://advisorcensus.com/firm/histor-investing-llc-williamsburg-va-156866

## Quick answers

**How is Histor Investing, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Histor Investing, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Histor Investing, LLC located?**
Histor Investing, LLC's principal office is in Williamsburg, VA, according to its Form ADV.

**Is Histor Investing, LLC registered with the SEC or a state?**
Histor Investing, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 156866.

**How much does Histor Investing, LLC manage?**
Histor Investing, LLC reports $28,552,517 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary).

**What types of clients does Histor Investing, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (1); charitable organizations (1).

**Does Histor Investing, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156866

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,552,517
- Discretionary: $0
- Non-discretionary: $28,552,517

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $537,000 |
| High net worth individuals | 15 | $26,815,517 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,200,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- historcompanies.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Histor Investing, LLC (CRD 156866): Form ADV filing data as of October 2026.