# Impact Financial

> Impact Financial is a state-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 308155
- Filed as: IMPACT FINANCIAL
- Legal name: Impact Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308155
- AdvisorCensus page: https://advisorcensus.com/firm/impact-financial-chicago-il-308155

## Quick answers

**How is Impact Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Impact Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Impact Financial located?**
Impact Financial's principal office is in Chicago, IL, according to its Form ADV.

**Is Impact Financial registered with the SEC or a state?**
Impact Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308155.

**How much does Impact Financial manage?**
Impact Financial reports $25,779,831 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary).

**What types of clients does Impact Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19); high net worth individuals (10).

**Does Impact Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308155

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $25,779,831
- Discretionary: $25,779,831
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,819,760 |
| High net worth individuals | 10 | $16,960,071 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planningimpact.com
- Facebook @ImpactFinancialLLC
- Instagram @impact.financial.advisors
- LinkedIn @impactfinancial
- YouTube @impactfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Financial (CRD 308155): Form ADV filing data as of October 2026.