SourcingSourcing

NIA IMPACT ADVISORS, LLC

C21
CRD 286587·SEC 801-117120
AUM
$459.0M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NIA IMPACT ADVISORS, LLC
CRD
286587
SEC file #
801-117120
EIN
841447359
DBA names
Nia Impact Capital

Economics

AUM
$459.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$100.0M → $459.0M▲ +359%
Client mix
Individuals High Net Worth77
Individuals Other70
Charitable Organizations13
Corporations10
Investment Companies1

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
1 advisors → 4 advisors▲ +300%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
moneydoula.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HULL, KRISTIN, BLAIR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HULL, KRISTIN, BLAIR
FIORE, VANESSA, EUGENIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
moneydoula.org
Rdap Domain Creation Date
2015-09-24T18:42:06.477Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
5,451
Form 5500 Compensation Trajectory 3y
20265,451
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
5,451
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001512601
Edgar Registered
Yes
Edgar Filing Count
64
Edgar First Filing Date
2011-02-14
Edgar Last Filing Date
2026-04-14
Edgar 13f Count
62
Edgar 13f Latest AUM Estimate
Filing Date2026-04-14
Accession0001512601-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
2300 BROADWAY STREETBOULDER, CO 80304
Business
2300 BROADWAY STREETBOULDER, CO 80304
Edgar EIN
841447359
Edgar Recent Filings
13F-HR2026-04-14 · 0001512601-26-000005
13F-HR2026-01-23 · 0001512601-26-000003
Firm Has Custody
Yes
Rdap Domain Expiration Date
2026-09-24T18:42:06.477Z
Rdap Domain Last Changed
2025-01-17T19:16:28.847Z
Rdap Nameservers
Casey.ns.cloudflare.comKayleigh.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2444600
Trust Company Affiliate
No

People (4)

4
HULL, KRISTIN, BLAIR
IAR · Direct Owner · 87.5%
2444600
Townsend, Jethro, Adnoh
IAR · Executive Officer · 2.5%
6569596
FIORE, VANESSA, EUGENIA
Executive Officer · 2.5%
5464687
Sampurna Khasnabis
IAR
8111731