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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-25-2022
- Office Locations
- 1
Office Locations
About Impactfi
ImpactFI is an independent, Black-owned RIA in San Francisco led by CFP and Chartered SRI Counselor Kevin Cheeks. The firm serves clients with equity compensation and investors pursuing sustainable, values-aligned portfolios, offering financial planning, investment management, and comprehensive wealth management using diversified, low-cost, index-based strategies with rebalancing and tax-loss harvesting.
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Owner & Executives
KEVIN KENYATTA CHEEKS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4850762
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,586,645 | -- |
| Non-Discretionary | $13,296,923 | -- |
| Total | $28,883,568 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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