# Impactfi

> Impactfi is a state-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 319086
- Filed as: IMPACTFI
- Legal name: Impact FI LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319086
- AdvisorCensus page: https://advisorcensus.com/firm/impactfi-san-francisco-ca-319086

## Quick answers

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

**Where is Impactfi located?**
Impactfi's principal office is in San Francisco, CA, according to its Form ADV.

**Is Impactfi registered with the SEC or a state?**
Impactfi is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319086.

**How much does Impactfi manage?**
Impactfi reports $28,883,568 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (54% discretionary).

**What types of clients does Impactfi serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (9); charitable organizations (1).

**Does Impactfi 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/319086

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,883,568
- Discretionary: $15,586,645
- Non-discretionary: $13,296,923

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,328,017 |
| High net worth individuals | 13 | $25,307,767 |
| Charitable organizations | 1 | $247,784 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- impact-fi.com
- LinkedIn @impactfi
- LinkedIn @kevincheeks
- YouTube @ImpactFI

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Impactfi (CRD 319086): Form ADV filing data as of October 2026.