IMPACT FINANCIAL, LLC

IMPACT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 323394). Regulatory assets under management: $29.4M.

Registration

• CRD: 323394
• Type: Registered investment adviser
• Phone: 804-390-8992
• Latest filing: 2026-01-30
• Regulatory AUM: $29.4M
• Discretionary AUM: $29.4M
• Clients: 1
• Accounts: 118

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323394 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search