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TRILL IMPACT ADVISORY INC.

NEW YORK, NY · CRD 328179 · IAPD ↗ · trillimpact.com · 917-733-5510

$348.2MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRILL IMPACT ADVISORY INC. reported RAUM up 37% ($253.8M -> $348.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — TRILL IMPACT ADVISORY INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2025 — TRILL IMPACT ADVISORY INC. reported RAUM up 216% ($80.3M -> $253.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — TRILL IMPACT ADVISORY INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
March 2024 — TRILL IMPACT ADVISORY INC. now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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