Impact Fiduciary Llc
- Regulatory AUM
- $155M
- Discretionary
- $155M
- Clients
- 174
- Avg AUM / client
- $891K
- Accounts
- 705
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $36.0M | 23.2% |
| High net worth individuals | 74 | $119M | 76.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick O'rourke Dinan | Registered representative | CFP | Jun 2017 (9y) | |
| Christopher Mastro | Registered representative | CFP | Aug 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FINANCIAL PLANNER RETAINER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $80.0M (63% of AUM) Feb 2026
- Altruist Financial $80.0M (63% of AUM) Feb 2026
- Folio Investments, Inc. $36.0M (28% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗