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HUMAN CAPITAL

SAN FRANCISCO, CA · CRD 296844 · IAPD ↗ · human.capital · 415-295-2379

$4.38BRegulatory AUM
15Advisory reps
39Employees
0Clients
n/aPlanning clients
40Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — HUMAN CAPITAL shrank from 20 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
57
April 2026 — HUMAN CAPITAL reported RAUM up 64% ($2.68B -> $4.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — HUMAN CAPITAL added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.