Impact Advisors Group

Overview

Impact Advisors Group is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual, family and smaller institutional clients. The firm leans heavily toward publicly traded equities as its primary allocation tool, running separately managed accounts and pooled vehicles that prioritize listed stocks and ETFs. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting activities and selection of other advisers, positioning the firm as a capital allocator that integrates outside managers when appropriate. The business model supports flexible billing—percentage of AUM, hourly and fixed fees—so the firm can tailor engagement structures across wealth levels. Impact Advisors Group does not self-identify as an active ESG investor and appears to operate a compact, hands-on practice rather than a broad multi-state enterprise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices