Nia Impact Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, and educational seminars.
Nia Impact Advisors reports 171 clients. They include 77 high-net-worth individuals, 70 individual clients and 13 charitable organizations. Of its assets, 100.0% ($459M across 313 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 4% |
| High-net-worth individuals | 45% | 52% |
| Investment companies | <1% | 20% |
| Charitable organizations | 8% | 18% |
| Corporations and other businesses | 6% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 70 | $18.7M | 4.1% | $267K |
| High-net-worth individuals | 77 | $237M | 51.7% | $3.08M |
| Investment companies | 1 | $90.4M | 19.7% | $90.4M |
| Charitable organizations | 13 | $83.8M | 18.3% | $6.44M |
| Corporations and other businesses | 10 | $28.6M | 6.2% | $2.86M |
| Total | 171 | $459M | 100% | $2.68M |
- Clients
- 70
- Regulatory AUM
- $18.7M
- AUM share
- 4.1%
- Avg. per client
- $267K
- Clients
- 77
- Regulatory AUM
- $237M
- AUM share
- 51.7%
- Avg. per client
- $3.08M
- Clients
- 1
- Regulatory AUM
- $90.4M
- AUM share
- 19.7%
- Avg. per client
- $90.4M
- Clients
- 13
- Regulatory AUM
- $83.8M
- AUM share
- 18.3%
- Avg. per client
- $6.44M
- Clients
- 10
- Regulatory AUM
- $28.6M
- AUM share
- 6.2%
- Avg. per client
- $2.86M
Total
- Clients
- 171
- Regulatory AUM
- $459M
- AUM share
- 100%
- Avg. per client
- $2.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Nia Impact Advisors charges 0.75%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is billed hourly at $200 to $500 on a sliding scale, or as a flat fee of $1,500 to $10,000; fees are negotiable.
Kristin Hull owns 75% or more of Nia Impact Advisors. Kristin Hull is CEO; the leadership team includes Chief Compliance Officer Vanessa Fiore. It has 9 employees, 4 of them in advisory roles.
Leadership
Kristin HullSole and Managing Member and Chief Executive Officer- Vanessa FioreChief Compliance Officer
Jethro TownsendPartner and Portfolio Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 9 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Nia Impact Advisors, LLC
Kristin Hull
Control person · since February 2017
Nia Impact Advisors’ regulatory assets grew 1.5× from $302M (May 2021) to $459M (March 2026); clients rose from 152 to 171 and employees fell from 11 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $459M | 171 | 9 | 3 |
| June 2025 | $526M | 216 | 10 | 3 |
| March 2024 | $409M | 198 | 11 | 1 |
| May 2023 | $275M | 300 | 12 | 1 |
| June 2022 | $417M | 317 | 10 | 1 |
| May 2021 | $302M | 152 | 11 | 1 |
Besides its headquarters, Nia Impact Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Nia Impact Advisors, LLC
- Headquarters
- Not reported
- Website
- niaimpactcapital.com
- Phone
- 510-319-9221
- @nia-impact-capital
- SEC file
- 801-117120
- Structure
- Delaware LLC
- Fiscal year end
- December
Nia Impact Advisors uses Fidelity ($213M, 65%) and Charles Schwab ($114M, 35%) as custodians for its separately managed accounts. Nia Impact Advisors has custody of $65.8M in client assets for 19 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $114M35%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $213M65%
At year end, Nia Impact Advisors’ separately managed accounts were mostly in stocks (63%) and funds (23%).
What the accounts hold
- Stocks63%
- Exchange-traded equities60%
- Non-exchange-traded equities3%
- Funds23%
- Registered funds22%
- Pooled vehicles1%
- Bonds3%
- Cash11%
How many clients does Nia Impact Advisors have?
Nia Impact Advisors has 171 clients and manages $459 million for them, as of March 2026. They include 77 high-net-worth individuals, 70 individual clients and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Nia Impact Advisors offer?
Nia Impact Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Nia Impact Advisors charge?
Nia Impact Advisors charges 0.75%–1.50% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Source: NIA IMPACT CAPITAL FORM ADV PART 2A 3.31.25, filed 27 March 2026
Which custodians does Nia Impact Advisors use?
Nia Impact Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $213M and Charles Schwab & Co., Inc. (Phoenix, AZ), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Nia Impact Advisors have?
Nia Impact Advisors has 3 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Nia Impact Advisors invest in?
At the end of its last fiscal year, Nia Impact Advisors’ separately managed accounts held 60% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 3% non-exchange-traded equities, 3% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Nia Impact Advisors?
Nia Impact Advisors’ direct owner is Kristin Hull (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Nia Impact Advisors get paid?
Nia Impact Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Nia Impact Advisors?
Its phone number is 510-319-9221. Its website is niaimpactcapital.com.