{
  "crd_number": 288345,
  "slug": "impact-fiduciary-llc-pasadena-ca-288345",
  "primary_business_name": "IMPACT FIDUCIARY LLC",
  "legal_name": "IMPACT FIDUCIARY LLC",
  "dbas": [],
  "city": "Pasadena",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-09",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 155000000.0,
  "raum_discretionary": 155000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 36000000.0,
      "count": 100
    },
    "high_net_worth_individuals": {
      "raum": 119000000.0,
      "count": 74
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "LA",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/IMPACTFIDUCIARY",
    "https://feeonlynetwork.com",
    "https://impactfiduciary.com",
    "https://linkedin.com/IN/PATRICK-DINAN-CFP%C2%AE-1A645A55",
    "https://napfa.org/firm/39356/23504",
    "https://twitter.com/IMPACTFIDUCIARY",
    "https://xyplanningnetwork.com/advisors/patrick-dinan-cfp",
    "https://yelp.com/biz/impact-fiduciary-glendale"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288345",
  "city_as_filed": "PASADENA",
  "url": "https://advisorcensus.com/firm/impact-fiduciary-llc-pasadena-ca-288345",
  "display_name": "Impact Fiduciary LLC",
  "summary": "Impact Fiduciary LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Impact Fiduciary LLC (CRD 288345): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Impact Fiduciary LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Impact Fiduciary LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Impact Fiduciary LLC located?",
      "a": "Impact Fiduciary LLC's principal office is in Pasadena, CA, according to its Form ADV."
    },
    {
      "q": "Is Impact Fiduciary LLC registered with the SEC or a state?",
      "a": "Impact Fiduciary LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288345."
    },
    {
      "q": "How much does Impact Fiduciary LLC manage?",
      "a": "Impact Fiduciary LLC reports $155,000,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Impact Fiduciary LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (74)."
    },
    {
      "q": "Which custodians does Impact Fiduciary LLC use?",
      "a": "Impact Fiduciary LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Impact Fiduciary LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288345"
    },
    {
      "q": "Does Impact Fiduciary LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 28, 2026 says: \"Our minimum account size requirement is $500,000, accounts below the minimum will pay an annual advisory fee of 1.1%.\""
    },
    {
      "q": "What changed in Impact Fiduciary LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Regulatory assets under management went from $127,000,000 to $155,000,000 (+22%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Regulatory assets under management went from $127,000,000 to $155,000,000 (+22%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 28, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Our minimum account size requirement is $500,000, accounts below the minimum will pay an annual advisory fee of 1.1%."
        ]
      }
    ],
    "quotes": [
      "Our minimum account size requirement is $500,000, accounts below the minimum will pay an annual advisory fee of 1.1%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/impact-fiduciary-llc-pasadena-ca-288345.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 100,
      "fewer_than_5": false,
      "raum": 36000000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 119000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288345",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}