DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Impactfolio LLC
Latest filing Feb 22, 2026
First filing on the tape May 13, 2021 · 10 filings
SEC status approved since May 18, 2021
RAUM
$289M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$287M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$96.3M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$289M as of Feb 22, 2026
Feb 11, 2022$146M then
HNW client RAUM$273M as of Feb 22, 2026
Feb 11, 2022$132M then
State-registered IARs (5.B.3)3 as of Feb 22, 2026
Feb 11, 20223 then
Employees (5.A)3 as of Feb 22, 2026
Feb 11, 20224 then
Private funds: no history
RAUM +25% over the last fiscal year+25% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Feb 22, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $96.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 42derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $503,278derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$273M94%
- Individuals$14.0M4.8%
- Charitable organizations$2.3M0.8%
- Individual clients
- 27reported
- HNW clients
- 99reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 574reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Scott ArnoldCertified Financial Planner | Denver, Co | Jan 31, 2018 | 22 y | 7 |
| Rebecca L KennedyCertified Financial Planner | Denver, Co | Feb 15, 2019 | 21 y | 4 |
| Julie Denise McdanielCertified Financial Planner | Denver, Co | Feb 15, 2019 | 18 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Rebecca L Kennedy from Kennedy Financial PlanningFeb 15, 2019 · Other
- Julie Denise Mcdaniel from Sharkey Howes & Javer IncFeb 15, 2019 · RIA to RIA
- Jeffrey Scott Arnold from G&S Capital LLCJan 31, 2018 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Scott Jeffrey Arnold · Managing Member, Partner, Cco, Portfolio Managercontrolsince 11/2017 · owns 25% to 50%
- L Rebecca Kennedy · Managing Member, Partner, Financial Plannercontrolsince 03/2019 · owns 25% to 50%
- Denise Julie Mcdaniel · Managing Member, Partner, Financial Plannercontrolsince 03/2019 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 509 to 574Feb 19, 2025 to Feb 22, 2026
- Charity clients · unset to 1.0Feb 19, 2025 to Feb 22, 2026
- HNW clients · 90 to 99Feb 19, 2025 to Feb 22, 2026
- Individual clients · 28 to 27Feb 19, 2025 to Feb 22, 2026
- Discretionary RAUM · $232M to $289MFeb 19, 2025 to Feb 22, 2026
- HNW RAUM · $215M to $273MFeb 19, 2025 to Feb 22, 2026
- Individual RAUM · $14.9M to $14.0MFeb 19, 2025 to Feb 22, 2026
- RAUM · $232M to $289MFeb 19, 2025 to Feb 22, 2026
- Accounts · 448 to 509Nov 1, 2024 to Feb 19, 2025
- HNW clients · 79 to 90Nov 1, 2024 to Feb 19, 2025
- Individual clients · 33 to 28Nov 1, 2024 to Feb 19, 2025
- Financial planning clients · 101-250 to 101-250Nov 1, 2024 to Feb 19, 2025
- Discretionary RAUM · $193M to $232MNov 1, 2024 to Feb 19, 2025
- HNW RAUM · $173M to $215MNov 1, 2024 to Feb 19, 2025
- Individual RAUM · $16.6M to $14.9MNov 1, 2024 to Feb 19, 2025
- RAUM · $193M to $232MNov 1, 2024 to Feb 19, 2025
- Accounts · 398 to 448Apr 7, 2023 to Feb 16, 2024
- HNW clients · 64 to 79Apr 7, 2023 to Feb 16, 2024
- Individual clients · 37 to 33Apr 7, 2023 to Feb 16, 2024
- Employees · 4 to 3Apr 7, 2023 to Feb 16, 2024
- Discretionary RAUM · $148M to $193MApr 7, 2023 to Feb 16, 2024
- HNW RAUM · $126M to $173MApr 7, 2023 to Feb 16, 2024
- Individual RAUM · $18.3M to $16.6MApr 7, 2023 to Feb 16, 2024
- RAUM · $148M to $193MApr 7, 2023 to Feb 16, 2024
- Accounts · 337 to 398Jul 25, 2022 to Feb 3, 2023
- HNW clients · 59 to 64Jul 25, 2022 to Feb 3, 2023
- Individual clients · 27 to 37Jul 25, 2022 to Feb 3, 2023
- Financial planning clients · 26-50 to 101-250Jul 25, 2022 to Feb 3, 2023
- Discretionary RAUM · $146M to $148MJul 25, 2022 to Feb 3, 2023
- HNW RAUM · $132M to $126MJul 25, 2022 to Feb 3, 2023
- Individual RAUM · $13.1M to $18.3MJul 25, 2022 to Feb 3, 2023
- RAUM · $146M to $148MJul 25, 2022 to Feb 3, 2023
- Accounts · 283 to 337May 13, 2021 to Feb 11, 2022
- HNW clients · 45 to 59May 13, 2021 to Feb 11, 2022
- Individual clients · 17 to 27May 13, 2021 to Feb 11, 2022
- Financial planning clients · 101-250 to 26-50May 13, 2021 to Feb 11, 2022
- Discretionary RAUM · $103M to $146MMay 13, 2021 to Feb 11, 2022
- HNW RAUM · $94.6M to $132MMay 13, 2021 to Feb 11, 2022
- Individual RAUM · $5.4M to $13.1MMay 13, 2021 to Feb 11, 2022
- RAUM · $103M to $146MMay 13, 2021 to Feb 11, 2022
Signals
1 dated events
- Impactfolio Llc filed its initial SEC registration (Form ADV)May 13, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/IMPACTFOLIO-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- IMPACTFOLIO.COreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 844-218-3800reportedpublic record, Form ADV, Feb 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $96.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026