Impact Investors, Inc.
- Regulatory AUM
- $318M
- Discretionary
- $280M
- Clients
- 240
- Avg AUM / client
- $1.3M
- Accounts
- 769
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 168 | $97.3M | 30.6% |
| High net worth individuals | 52 | $183M | 57.4% |
| Pension and profit sharing plans | 16 | $35.6M | 11.2% |
| Charitable organizations | 1 | $2.0M | 0.64% |
| Other | 3 | $565K | 0.18% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $3.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| High Impact Fund I | Private Equity Fund | California | $3.4M | 4 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan Scripps Clinic Medical Group, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shane Garret Yonston | Principal Advisor | CFP | Jul 2015 (11y) | 50% – 75% |
| Catherine Lorraine Woodman | Principal Advisor And Cco | CFP | Jan 2017 (10y) | 50% – 75% |
| Brian Daniel Deloriea | Registered representative | CFA | Apr 2025 (1y) |
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.
Private funds (1, $3.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| High Impact Fund I | Private Equity Fund | $3.4M | $500K | 4 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scripps Clinic Medical Group, Inc. Retirement Savings Plan | Scripps Clinic Medical Group, Inc. | 1,073 | $962M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.21 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $260M (82% of AUM) May 2026
- Folio Institutional $5.6M (3% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗