IL
IMPACTFOLIO LLC
SEC RegisteredDENVER, COhttps://impactfolio.co844-218-3800
Assets Under Management
$100M–$500M
Employees
3
Office Locations
1 office
Total Accounts
574
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $14M |
| High Net Worth Individuals | 99 | $273M |
| State/Municipal Entities | 1 | — |
6 total clients reported on Form ADV.
Leadership
Jeffrey Scott Arnold
MANAGING MEMBER, PARTNER, CCO, PORTFOLIO MANAGER
Rebecca L Kennedy
MANAGING MEMBER, PARTNER, FINANCIAL PLANNER
Julie Denise Mcdaniel
MANAGING MEMBER, PARTNER, FINANCIAL PLANNER
Office locations
1 office in 1 state
CO
DENVERHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#291716
SEC Number
801-121482
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of February 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
impactfolio.coPhone
844-218-3800Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IMPACTFOLIO LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.