# Shift to Impact

> Shift to Impact is a state-registered investment advisory firm, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 312244
- Filed as: SHIFT TO IMPACT
- Legal name: Shift to Impact, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312244
- AdvisorCensus page: https://advisorcensus.com/firm/shift-to-impact-312244

## Quick answers

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

**Is Shift to Impact registered with the SEC or a state?**
Shift to Impact is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312244.

**What types of clients does Shift to Impact serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (1).

**Does Shift to Impact 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/312244

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $0 |
| High net worth individuals | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [closerthroughmoney.com](https://closerthroughmoney.com)
- [shifttoimpact.com](https://shifttoimpact.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shift to Impact (CRD 312244): Form ADV filing data as of October 2026.