# Impactadvisor LLC

> 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.

- CRD: 175155
- Filed as: IMPACTADVISOR LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sf, CA
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175155
- AdvisorCensus page: https://advisorcensus.com/firm/impactadvisor-llc-sf-ca-175155

## Quick answers

**How is Impactadvisor LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Impactadvisor LLC located?**
Impactadvisor LLC's principal office is in Sf, CA, according to its Form ADV.

**Is Impactadvisor LLC registered with the SEC or a state?**
Impactadvisor LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175155.

**How much does Impactadvisor LLC manage?**
Impactadvisor LLC reports $85,813,524 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (70% discretionary).

**What types of clients does Impactadvisor LLC serve?**
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).

**Does Impactadvisor 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/175155

## 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: $85,813,524
- Discretionary: $60,441,107
- Non-discretionary: $25,372,417

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $5,915,396 |
| High net worth individuals | 32 | $63,429,785 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $12,931,045 |
| Charitable organizations | Fewer than 5 | $3,537,298 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hedge101.com
- impact401k.com
- impactadviser.com
- impactadviser.net
- impactadvisor.com
- impactadvisor.net
- impactinstitutional.com
- impactsma.com
- longshort101.com
- personalizedindex.com
- personalizedindexing.com
- sanfranciscofinancialadviser.com
- sanfranciscofinancialplanner.com
- sanfranciscowealthadvisor.com
- sustainable401k.com
- sustainableira.com
- taxaware.co
- Facebook @ImpactAdvisor
- Instagram @ImpactAdvisor
- LinkedIn @impactadvisor
- X @Impact_Advisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impactadvisor LLC (CRD 175155): Form ADV filing data as of October 2026.