# Human Interest Advisors LLC

> Human Interest Advisors LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 269875
- Filed as: HUMAN INTEREST ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269875
- AdvisorCensus page: https://advisorcensus.com/firm/human-interest-advisors-llc-san-francisco-ca-269875

## Quick answers

**How is Human Interest Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Human Interest Advisors LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Human Interest Advisors LLC located?**
Human Interest Advisors LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Human Interest Advisors LLC registered with the SEC or a state?**
Human Interest Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 269875.

**How much does Human Interest Advisors LLC manage?**
Human Interest Advisors LLC reports $8,104,649,569 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).

**How have Human Interest Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Human Interest Advisors LLC: Regulatory assets under management: $1,085,821,213 in the October 2021 data and $8,104,649,569 in the October 2026 data, up 646%. Total employees: 269 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Human Interest Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (792,873); pension and profit sharing plans (but not the plan participants or government pension plans) (38,389); high net worth individuals (184).

**Which custodians does Human Interest Advisors LLC use?**
Human Interest Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Matrix Trust as a custodian holding 10% or more of its separately managed account assets.

**Does Human Interest Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269875

**Does Human Interest Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 24, 2026 says: "Recordkeeper does not require a minimum dollar amount for a Plan to join the platform."

**What changed in Human Interest Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 24, 2026)

- Account minimum: None

> Recordkeeper does not require a minimum dollar amount for a Plan to join the platform.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Matrix Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $8,104,649,569
- Discretionary: $8,104,649,569
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 792,873 | $7,836,888,275 |
| High net worth individuals | 184 | $267,761,294 |
| 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) | 38,389 | $0 |
| Charitable organizations | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- humaninterest.com
- humaninterest.com/hia
- vimeo.com/humaninterest
- Facebook @HUMANINTERESTCO
- Instagram @humaninteresthq
- LinkedIn @HUMANINTEREST
- X @humaninteresthq

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,085,821,213 | 269 | May 18, 2021 |
| October 2022 | $1,916,211,475 | 13 | March 24, 2022 |
| October 2023 | $2,105,633,852 | 5 | March 23, 2023 |
| October 2024 | $3,448,251,436 | 5 | March 29, 2024 |
| October 2025 | $6,609,808,319 | 5 | April 1, 2025 |
| October 2026 | $8,104,649,569 | 6 | July 13, 2026 |

Regulatory assets under management: $1,085,821,213 in the October 2021 data and $8,104,649,569 in the October 2026 data, up 646%.
Total employees: 269 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $6,906,593,129 to $8,104,649,569 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Human Interest Advisors LLC (CRD 269875): Form ADV filing data as of October 2026.