Fee-only adviser · Williamsburg, VA
Histor Investing, LLC
Histor Investing, LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Williamsburg, Virginia. On its latest Form ADV, filed March 25, 2026, it reports $29M in regulatory assets under management, 16 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 156866 |
| Office | 430 McLaws Circle Suite 100 Williamsburg, VA 23185 |
| Phone | (757) 808-5153 |
| Website | www.historcompanies.com |
| Regulatory assets under management | $29M |
| Individual clients | 1 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Williamsburg
- Dominguez Wealth Management Solutions, Inc. $213M
- Tenzing Financial LLC $231M
- Joss Brown Wealth Advisors $162M
- Capitol Landing Wealth Not reported
See all 5 fee-only advisers in Williamsburg →
Nearby
- Newport News 4 firms
- Charles City 1 firm
- Mathews 1 firm
- West Point 1 firm
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