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NIA IMPACT CAPITAL

· CRD 286587 · IAPD ↗ · moneydoula.org · 510-319-9221

$459.0MRegulatory AUM
4Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — NIA IMPACT CAPITAL changed its website from niaimpactadvisors.com to moneydoula.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
January 2026 — NIA IMPACT CAPITAL notice-filed in MI, NE, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — NIA IMPACT CAPITAL crossed $500M in regulatory AUM ($446.5M -> $525.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2025 — NIA IMPACT CAPITAL added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
February 2025 — NIA IMPACT CAPITAL now reports custody of client assets ($92.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
October 2024 — NIA IMPACT CAPITAL changed its website from niaimpactcapital.com to niaimpactadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
October 2024 — NIA IMPACT CAPITAL notice-filed in ID, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — NIA IMPACT CAPITAL reported RAUM up 33% ($274.5M -> $366.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.