# ALIGN IMPACT, LLC

ALIGN IMPACT, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 176516
- Type: SEC-registered investment adviser
- SEC file number: 801-96173
- Location: 1001 BANNOCK ST, 3RD FLOOR, DENVER, CO, 80204
- Phone: 805-243-8055
- Latest filing: 2026-04-17
- Regulatory AUM: $715.4M
- Discretionary AUM: $382.9M
- Non-discretionary AUM: $332.5M
- Clients: 20
- Accounts: 138

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Charities, Investment cos

## Officers, owners & control persons (35)

_Showing 25 of 35 people._

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Miller | OWNER | San Mateo, CA |
| Rebekah Saul Butler | ELECTED MANAGER | Park City, UT |
| Elizabeth Rafael | MANAGER; OWNER | Santa Monica, CA |
| Chintan Panchal | MANAGER | Santa Monica, CA |
| Bruce Burton Daniel | PRESIDENT | Auburn, AL |
| Ronald Davis | TRUSTEE | Warrenville, IL |
| Miller W Jeffrey | MANAGER; OWNER | Fort Worth, TX |
| Karen Miller | OWNER | Austin, TX |
| Jennifer Dee Kenning | CO-FOUNDER; MANAGING MEMBER | — |
| Gregory Robert Tanner | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| John Duffield Meyercord | PRESIDENT | — |
| Jolyne Kristen Caruso-Fitzgerald | MANAGER; TRUSTEE | — |
| Fran Seegull | MANAGER | — |
| Thomas John Knowles | ELECTED MANAGER | — |
| Alexandra Shabtai | TRUSTEE | — |
| Kristin Marie Viola | CHIEF FINANCIAL OFFICER | — |
| Matthew Richard Weatherley-White | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| Courtney Lavin Joyner | HEAD OF CLIENT SERVICES & PHILANTHROPY | — |
| CORDES RONALD DENNIS | DIRECTOR | — |
| SHERMAN SPENCER DAVID | MANAGING MEMBER; PRESIDENT | — |
| KESSEL BRENTON W | MANAGING MEMBER; PRESIDENT; SHAREHOLDER OF ABACUS WEALTH MANAGEMENT, INC | — |
| KELLEHER SEAN MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| LU LAN FANG NMN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KENNING JENNIFER DEE | MANAGING MEMBER | — |
| KESSEL BRENTON WARWICK | MANAGING MEMBER; SHAREHOLDER OF ABACUS WEALTH MANAGEMENT, INC | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/176516/brochure
- Similar advisers: https://search.stillhousedata.com/firm/176516/similar
- Related entities: https://search.stillhousedata.com/firm/176516/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/176516

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.