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NIA IMPACT CAPITAL
Legal name: NIA IMPACT ADVISORS, LLC
CRD 286587File 801-117120
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$459.0M
Above cohort median (national)
Discretionary AUM
$459.0M
Clients
171
313 accounts
Employees
9
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 2, 2019
- Principal office
- Not reported
- Phone
- 510-319-9221
- Website
- HTTPS://WWW.MONEYDOULA.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $459.0M
- Discretionary AUM
- $459.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 313
- Non-discretionary accounts
- 0
- Total accounts
- 313
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $28.6M |
| Investment companies | 1 | $90.4M |
| Charitable organizations | 13 | $83.8M |
| High net worth individuals | 77 | $237.4M |
| Individuals (other than high net worth individuals) | 70 | $18.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.