Human Interest Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Human Interest Advisors reports 831,446 clients. They include 792,873 individual clients, 38,389 pension and profit-sharing plans, and 184 high-net-worth individuals. Of its assets, 100.0% ($8.1B across 762,032 accounts) are managed with discretion. It advised 31,025 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 97% |
| High-net-worth individuals | <1% | 3% |
| Pension and profit-sharing plans | 5% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 792,873 | $7.84B | 96.7% | $9.88K |
| High-net-worth individuals | 184 | $268M | 3.3% | $1.46M |
| Pension and profit-sharing plans | 38,389 | $0 | 0.0% | $0 |
| Total | 831,446 | $8.1B | 100% | $9.75K |
- Clients
- 792,873
- Regulatory AUM
- $7.84B
- AUM share
- 96.7%
- Avg. per client
- $9.88K
- Clients
- 184
- Regulatory AUM
- $268M
- AUM share
- 3.3%
- Avg. per client
- $1.46M
- Clients
- 38,389
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 831,446
- Regulatory AUM
- $8.1B
- AUM share
- 100%
- Avg. per client
- $9.75K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 31,025
- Private funds advised
- 0
Human Interest Advisors charges 0.12%–0.22% a year for its Participant advisory fee.
Fee details and sources
Human Interest Inc. owns 75% or more of Human Interest Advisors. The leadership team of Human Interest Advisors includes President Klinton Miyao, Chief Financial Officer Hayden Miller and Chief Compliance Officer Kristin Burnett. It has 6 employees, 2 of them in advisory roles.
Leadership
- Klinton MiyaoPresident/Director
- Hayden MillerChief Financial Officer
- Kristin BurnettChief Compliance Officer
- Richard ArneyDirector
Anne TrevisanDirector
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Ronnie David Cox
- Adam Khalek
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Human Interest Advisors LLC
Human Interest Inc.
Control person · since June 2015
Human Interest Advisors’ regulatory assets grew 7.5× from $1.09B (May 2021) to $8.1B (July 2026); clients rose from 3,064 to 831,446 and employees fell from 269 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $8.1B | 831,446 | 6 | 1 |
| April 2025 | $6.61B | 607,299 | 5 | 1 |
| March 2024 | $3.45B | 388,335 | 5 | 1 |
| March 2023 | $2.11B | 207,989 | 5 | 1 |
| March 2022 | $1.92B | 5,864 | 13 | 1 |
| May 2021 | $1.09B | 3,064 | 269 | 1 |
Besides its headquarters, Human Interest Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 655 Montgomery St., Suite 1800, San FranciscoHQ
Contact and registration details
- Legal name
- Human Interest Advisors LLC
- Headquarters
- 655 Montgomery St., Suite 1800, San Francisco, CA 94111
- Website
- humaninterest.com
- Phone
- 855-622-7824
- @humaninterest
- SEC file
- 801-100429
- Structure
- Delaware LLC
- Fiscal year end
- December
Human Interest Advisors uses Matrix Trust ($9.82B) as custodian for its separately managed accounts. Human Interest Advisors has custody of $9.83B in client assets for 38,389 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Matrix TrustMatrix Trust Company · Denver, CO · $9.82B100%
At year end, Human Interest Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Funds93%
- Cash1%
- Other6%
- Collective investment trusts6%
How many clients does Human Interest Advisors have?
Human Interest Advisors has 831,446 clients and manages $8.1 billion for them, as of July 2026. They include 792,873 individual clients, 38,389 pension and profit-sharing plans, and 184 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Human Interest Advisors offer?
Human Interest Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Human Interest Advisors charge?
Human Interest Advisors charges 0.12%–0.22% a year for its Participant advisory fee.
Source: 2026.4.24 HUMAN INTEREST ADVISORS LLC FORM ADV PART 2A, filed 24 April 2026
Which custodians does Human Interest Advisors use?
Human Interest Advisors’ separately managed account assets are held at Matrix Trust Company (Denver, CO), with $9.82B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Human Interest Advisors have?
Human Interest Advisors has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Human Interest Advisors invest in?
At the end of its last fiscal year, Human Interest Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 6% other and 1% cash and equivalents. The 6% other category is described as: Collective Investment Trusts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Human Interest Advisors?
Human Interest Advisors’ direct owner is Human Interest Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Human Interest Advisors get paid?
Human Interest Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Human Interest Advisors registered with the SEC?
Yes, Human Interest Advisors has been registered with the SEC as an investment adviser since 25 June 2015. Its CRD number is 269875 and its SEC file number is 801-100429.
Source: Form ADV Part 1A, Item 1, filed 13 July 2026; IAPD firm record
How do I contact Human Interest Advisors?
Human Interest Advisors’ main office is at 655 Montgomery St., Suite 1800, San Francisco, CA 94111. Its phone number is 855-622-7824. Its website is humaninterest.com.