{ "crd_number": 175155, "slug": "impactadvisor-llc-sf-ca-175155", "primary_business_name": "IMPACTADVISOR LLC", "legal_name": "IMPACTADVISOR LLC", "dbas": [], "city": "Sf", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2015-06-11", "years_registered": 11, "period": "2026-10-01", "filing_date": "2026-07-22", "carried_forward": false, "raum_total": 85813524.0, "raum_discretionary": 60441107.0, "raum_non_discretionary": 25372417.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 3, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 3537298.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 5915396.0, "count": 22 }, "pension_profit_sharing": { "raum": 12931045.0, "count": 6 }, "high_net_worth_individuals": { "raum": 63429785.0, "count": 32 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "educational_seminars", "financial_planning", "other", "pension_consulting", "periodicals_newsletters", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://facebook.com/ImpactAdvisor", "https://hedge101.com", "https://impact401k.com", "https://impactadviser.com", "https://impactadviser.net", "https://impactadvisor.com", "https://impactadvisor.net", "https://impactinstitutional.com", "https://impactsma.com", "https://instagram.com/ImpactAdvisor", "https://linkedin.com/company/impactadvisor", "https://longshort101.com", "https://personalizedindex.com", "https://personalizedindexing.com", "https://sanfranciscofinancialadviser.com", "https://sanfranciscofinancialplanner.com", "https://sanfranciscowealthadvisor.com", "https://sustainable401k.com", "https://sustainableira.com", "https://taxaware.co", "https://twitter.com/Impact_Advisor" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175155", "city_as_filed": "SF", "url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155", "display_name": "Impactadvisor LLC", "summary": "Impactadvisor LLC is a state-registered investment advisory firm in Sf, CA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.", "citation": "AdvisorCensus. Impactadvisor LLC (CRD 175155): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)", "Publication of periodicals or newsletters", "Educational seminars/workshops", "Other" ], "quick_answers": [ { "q": "How is Impactadvisor LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Impactadvisor LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Impactadvisor LLC located?", "a": "Impactadvisor LLC's principal office is in Sf, CA, according to its Form ADV." }, { "q": "Is Impactadvisor LLC registered with the SEC or a state?", "a": "Impactadvisor LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175155." }, { "q": "How much does Impactadvisor LLC manage?", "a": "Impactadvisor LLC reports $85,813,524 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (70% discretionary)." }, { "q": "What types of clients does Impactadvisor LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (22); pension and profit sharing plans (but not the plan participants or government pension plans) (6)." }, { "q": "Does Impactadvisor 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/175155" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 22, "fewer_than_5": false, "raum": 5915396.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 32, "fewer_than_5": false, "raum": 63429785.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 6, "fewer_than_5": false, "raum": 12931045.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 3537298.0 } ], "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/175155", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }