RIA IntelAdvisersTexasIMPACTFUL BUSINESS SOLUTIONS, LLC

IMPACTFUL BUSINESS SOLUTIONS, LLC

Advisory

TX

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in TX
#2,730
of 2,813 advisers by AUM
Average account
$22K
across 20 accounts
AUM per adviser
$443K
1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$443K
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$443K
Discretionary AUM$443K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

PARKER PRESCOTT CAPITAL MANAGEMENT, LLC
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SA FINANCIAL SOLUTIONS, LLC
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HYVORIAN FINANCIAL LLC
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$448K
GARRETT INVESTMENT ADVISORY SERVICES, LLC
$450K
IN-CHRIST ASSET MANAGEMENT, LLC
PLANO, TX
$420K
PARK 10 FINANCIAL LLC
HOUSTON, TX
$468K

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