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IMPACT ENGINE

CHICAGO, IL · CRD 304022 · IAPD ↗ · 872-228-5197

$246.8MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — IMPACT ENGINE shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2026 — IMPACT ENGINE now reports custody of client assets ($151.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
April 2025 — IMPACT ENGINE reported RAUM up 53% ($168.6M -> $257.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
August 2024 — IMPACT ENGINE reported RAUM down 29% ($239.0M -> $168.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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