Human Interest Advisors Llc
- Regulatory AUM
- $8.1B
- Discretionary
- $8.1B
- Clients
- 831,446
- Avg AUM / client
- $9.7K
- Accounts
- 762,032
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 792,873 | $7.8B | 96.7% |
| High net worth individuals | 184 | $268M | 3.3% |
| Pension and profit sharing plans | 38,389 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C. Showing first 100 of 142.
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Miyao, Klinton, Satomi | Manager | May 2021 (5y) | Less than 5% | |
| Burnett, Kristin, Louise | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Holmes, Christopher, Tinsley | Manager | Jul 2023 (3y) | Less than 5% | |
| Ronnie David Cox | Registered representative | Aug 2023 (3y) | ||
| Adam Khalek | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Human Interest Inc. | Member | Jun 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (100)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Enveda Biosciences 401(k) Plan | Enveda Therapeutics, Inc. | 129 | $9.1M | 01/01/2024 |
| Curri 401(k) Plan | Curri Inc. | 112 | $3.0M | 01/01/2024 |
| Teracom Services, Llc 401(k) Plan | Teracom Services, Llc | 149 | $2.8M | 01/01/2024 |
| Oddball 401(k) Plan | Oddball, Inc. | 311 | $17.0M | 01/01/2024 |
| Boosted Commerce 401(k) Plan | Boosted Ecommerce Inc. | 51 | $1.5M | 01/01/2024 |
| Guru 401(k) Plan | Guru Technologies, Inc. | 60 | $6.2M | 01/01/2024 |
| Crisis Text Line 403(b) Tax Sheltered Annuity | Crisis Text Line, Inc. | 217 | $8.8M | 01/01/2024 |
| Great Outdoor Cottages, Llc 401(k) Plan | Great Outdoor Cottages, Llc | 77 | $1.1M | 01/01/2024 |
| Proven Behavior Solutions 401(k) Plan | Proven Behavior Solutions Llc | 226 | $2.9M | 01/01/2024 |
| Wellness Together 403(b) Plan | Wellness Together | 228 | $1.4M | 01/01/2024 |
| Salesrabbit 401(k) Plan | Sales Rabbit, Inc. | 101 | $5.1M | 01/01/2024 |
| San Publisher Intelligence 401(k) Plan | San Publisher Intelligence Inc. | 3 | $328K | 01/01/2024 |
| Compstak, Inc. 401(k) Plan | Compstak, Inc | 64 | $3.4M | 01/01/2024 |
| Intelligent Technical Solutions 401(k) Plan | Intelligent Technical Solutions, Llc | 167 | $7.4M | 01/01/2024 |
| Hometeam Technologies 401(k) Plan | Hometeam Technologies, Inc. | 131 | $3.8M | 01/01/2024 |
| Aspen Infusion 401(k) Plan | Twelfth One, Llc | 113 | $2.1M | 01/01/2024 |
| Egomotion Corp. 401(k) Plan | Egomotion Corp. | 3 | $6.8K | 01/01/2024 |
| Mac Discount, Llc 401(k) Plan | Mac Discount, Llc | 1,151 | $2.6M | 01/01/2024 |
| Trove Recommerce 401(k) Plan | Trove Recommerce, Inc. | 70 | $9.6M | 01/01/2024 |
| Aspireiq, Inc. 401(k) Plan | Aspireiq, Inc | 69 | $3.8M | 01/01/2024 |
| Phil 401(k) Plan | Phil Inc. | 227 | $4.6M | 01/01/2024 |
| Platform Accounting Group 401(k) Plan | Pt&C Group Llc | 728 | $22.8M | 01/01/2024 |
| Mission Autism Clinics 401(k) Plan | Mission Autism Clinics Llc | 270 | $1.5M | 01/01/2024 |
| Booknook 401(k) Plan | Booknook, Inc. | 56 | $3.3M | 01/01/2024 |
| H1 401(k) Plan | H1 Insights, Inc. | 123 | $5.8M | 01/01/2024 |
Top 25 of 100 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Mg Trust Company $89.2M (100% of AUM) Jan 2018
- Mid Atlantic Trust Company $20.8M (1% of AUM) Feb 2024
- Matrix Trust Company Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗