# Impact Financial, LLC

> Impact Financial, LLC is a state-registered investment advisory firm in Henrico, VA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 323394
- Filed as: IMPACT FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Henrico, VA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323394
- AdvisorCensus page: https://advisorcensus.com/firm/impact-financial-llc-henrico-va-323394

## Quick answers

**How is Impact Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Impact Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Impact Financial, LLC located?**
Impact Financial, LLC's principal office is in Henrico, VA, according to its Form ADV.

**Is Impact Financial, LLC registered with the SEC or a state?**
Impact Financial, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323394.

**How much does Impact Financial, LLC manage?**
Impact Financial, LLC reports $29,446,412 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Impact Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (16).

**Does Impact Financial, LLC 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/323394

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,446,412
- Discretionary: $29,446,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,663,349 |
| High net worth individuals | 16 | $22,783,063 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- impactfinancialva.com
- Facebook facebook.com
- LinkedIn @impact-financial-va

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impact Financial, LLC (CRD 323394): Form ADV filing data as of October 2026.