← Tributary

CALVERT IMPACT ADVISORY SERVICES, LLC

BETHESDA, MD · CRD 326022 · IAPD ↗ · calvertimpactcapital.org · 1-800-248-0337

$197.8MRegulatory AUM
2Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — CALVERT IMPACT ADVISORY SERVICES, LLC shrank from 8 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — CALVERT IMPACT ADVISORY SERVICES, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
56
April 2025 — CALVERT IMPACT ADVISORY SERVICES, LLC reported RAUM up 57% ($111.3M -> $174.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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