# Impact Fiduciary LLC

> 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.

- CRD: 288345
- Filed as: IMPACT FIDUCIARY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288345
- AdvisorCensus page: https://advisorcensus.com/firm/impact-fiduciary-llc-pasadena-ca-288345

## Quick answers

**How is Impact Fiduciary LLC compensated?**
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.

**Where is Impact Fiduciary LLC located?**
Impact Fiduciary LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Impact Fiduciary LLC registered with the SEC or a state?**
Impact Fiduciary LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288345.

**How much does Impact Fiduciary LLC manage?**
Impact Fiduciary LLC reports $155,000,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).

**What types of clients does Impact Fiduciary LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (74).

**Which custodians does Impact Fiduciary LLC use?**
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.

**Does Impact Fiduciary LLC report any disciplinary disclosures?**
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

**Does Impact Fiduciary LLC state an account minimum?**
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%."

**What changed in Impact Fiduciary LLC's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $127,000,000 to $155,000,000 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Account minimum: $500,000

> Our minimum account size requirement is $500,000, accounts below the minimum will pay an annual advisory fee of 1.1%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $155,000,000
- Discretionary: $155,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $36,000,000 |
| High net worth individuals | 74 | $119,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- feeonlynetwork.com
- impactfiduciary.com
- napfa.org/firm/39356/23504
- xyplanningnetwork.com/advisors/patrick-dinan-cfp
- yelp.com/biz/impact-fiduciary-glendale
- Facebook @IMPACTFIDUCIARY
- LinkedIn @PATRICK-DINAN-CFP®-1A645A55
- X @IMPACTFIDUCIARY

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $127,000,000 to $155,000,000 (+22%).

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Fiduciary LLC (CRD 288345): Form ADV filing data as of October 2026.