RIA Intel›Advisers›Virginia›HISTOR INVESTING, LLC

HISTOR INVESTING, LLC

Advisory

WILLIAMSBURG, VA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$2M

across 17 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$0

Non-Discretionary AUM$29M

Discretionary %0%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

17 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

LIFELAIDOUT LLC

$29M

OLD DOMINION FINANCIAL ADVISORS, LTD.

$28M

TYTON WEALTH MANAGEMENT LLC

$28M

PATHWAY FINANCIAL PLANNING, INC.

NEWPORT NEWS, VA

$28M

JOHNSON CAPITAL MANAGEMENT INC

$28M

3SUMMIT INVESTMENT MANAGEMENT, LLC

$28M

Get the full picture on HISTOR INVESTING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HISTOR INVESTING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans