Social Impact Investments

What Social Impact Investments does

Social Impact Investments Inc. (SIII) is a privately-held registered investment adviser founded in March 2018 and based in Huntersville, North Carolina, operating as a solo practitioner firm under founder and president Bryan Keller. The firm delivers personalized financial advisory services — portfolio management, financial planning, and an all-in-one financial portal powered by Blueleaf for account aggregation and Interactive Brokers for custody — to high-net-worth individuals interested in aligning investments with social values. Services are billed primarily via a 2% annualized AUM fee calculated monthly on average daily balances, with a $5,000 account minimum ($3,000 for investors under 25).

In parallel, SIII runs a Social Impact Consulting practice that performs Social Return on Investment (SROI) calculations and impact-driver analyses for foundations and non-profit service providers, broadening its client base beyond HNW households. The firm differentiates on a fiduciary, fee-only model (no commissions or product-sales compensation), fully customizable socially-responsible portfolios with sector and issuer exclusion lists, and an in-house Social Impact Fund that reinvests 20% of revenue into local entrepreneurship and education initiatives. Technology stack is largely third-party: Blueleaf for client portal, Interactive Brokers for custody, with proprietary portfolio optimization and SROI methodology developed internally by Keller. Distribution is direct and relationship-based, with no institutional investors, venture backing, or acquisitions disclosed.

Name

Social Impact Investments

Legal name

Social Impact Investments Inc.

Website

https://socialimpactinvestments.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Social Impact Investments Inc. is a North Carolina-based registered investment adviser that provides personalized portfolio management, financial planning, and Social Return on Investment (SROI) consulting to high-net-worth individuals and non-profit organizations seeking socially responsible investment outcomes.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC)

akta.pro secondary industries

Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA), Private Banking Philanthropy & Impact Advisory (FSABADAJ)

Keywords

• Registered investment advisory
• Portfolio management
• Socially responsible investing
• Social impact consulting
• Wealth management services

Headquarters

HQ city

Huntersville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Assets Under Management (AUM) Fee: SIII charges a simple 2% annualized Assets Under Management fee calculated at the end of each month using the average of the daily balance in the account throughout the month. Fees are paid directly from accounts on a monthly basis in arrears with prior written authorization.
2. Social Impact Consulting Services: Consulting services for foundations, non-profit service providers, and organizations interested in social impact evaluation. Services include Social Return on Investment (SROI) calculations and impact measurement strategies.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Social Impact Investments operates as a registered investment adviser providing personalized portfolio management and financial advisory services centered on socially responsible investing. Core offerings include portfolio strategy and management using fundamental and quantitative analysis, an all-in-one client financial portal, and customizable exclusion-based SRI portfolios. The firm also delivers social impact consulting (SROI calculations and impact measurement) to foundations and nonprofit organizations, while reinvesting 20% of revenue into an in-house Social Impact Fund.

Product overview

Social Impact Investments Inc. (SIII) operates as a registered investment adviser offering a suite of interconnected financial services. The core offerings include Financial Advisory Services (providing portfolio management, financial planning, and an all-in-one financial portal), Social Impact Consulting (SROI calculation and impact evaluation for foundations and non-profits), and Portfolio Strategy (fundamental and quantitative security analysis). SIII differentiates through its Socially-Responsible Investing capability, allowing clients to exclude specific sectors or companies from portfolios. The Social Impact Fund represents 20% of revenue dedicated to community investment in entrepreneurship and education. Financial Education content supplements these services through blogs, YouTube, and social media. SIII primarily uses Interactive Brokers as its custodial platform for discretionary accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Services Comprehensive financial advisory service providing an all-in-one financial portal for account organization, financial planning tools including retirement planning and budgeting, and portfolio management expertise focused on long-term capital appreciation. Targeted at individual investors seeking fiduciary advisory services.
• Social Impact Consulting Social impact consulting services for foundations and non-profit service providers, including Social Return on Investment (SROI) calculation, impact driver analysis, and strategy development to increase social impact efficiency. Pricing and engagement scope are determined via direct inquiry to the founder.
• Portfolio Strategy Investment strategy service using fundamental and quantitative analysis to select securities. Focused on long-term growth with positions held for 1+ years, primarily using US and international equities and ETFs for diversification.
• Socially-Responsible Investing Investment approach allowing clients to exclude any sector, social issue, or specific company from their portfolio based on personal preferences, enabling socially responsible portfolios without sacrificing financial goals.

Quantifiable outcome

• 20% of all earned revenue dedicated to Social Impact Fund for entrepreneurship and education
• +1 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Domini Impact Investments: Domini manages well-known impact mutual funds and separately managed accounts. Comparable to SIII in mission and values-aligned portfolio management, but at a broader scale with mutual fund products.
• Calvert Impact Capital: Calvert Impact Capital is an established impact investment manager operating community investment funds and notes. Comparable to SIII in impact mission and community reinvestment, though operating at much larger scale and in private fixed-income markets.

Direct peers

• Trillium Asset Management: Trillium is a long-standing ESG and impact investment manager offering separately managed accounts and mutual funds. Directly comparable as a values-aligned RIA managing customized impact portfolios.
• OpenInvest: OpenInvest provides customized ESG and impact-aligned portfolio management for advisors and individuals. Shares SIII's thesis of client-customizable values-based investing with fundamental and impact screens.
• Aspiration: Aspiration is a sustainable consumer financial firm offering impact-aligned banking, investing, and advisory products. Comparable to SIII in combining values-driven advisory with a broader mission/impact narrative.
• Ethic: Ethic is a tech-driven impact investing platform offering customized, values-aligned portfolios to individuals and advisors. Directly comparable to SIII's bespoke socially-responsible portfolio management approach.
• Ellevest: Ellevest is a digital financial advisor providing personalized portfolio management with a focus on women investors and impact-aligned investing. Comparable as a mission-driven boutique advisory targeting a values-aligned segment.

Emerging players

• Swell Investing: Swell (now part of Pacific Life) offered impact-aligned portfolios to retail investors. Comparable as a retail-focused impact investing platform with values-aligned portfolio construction.
• EarthFolio: EarthFolio offers impact-aligned managed portfolios for individuals, using ESG screens and sustainable investment themes. Comparable as a boutique values-aligned portfolio provider serving retail impact investors.

Regional players

• Newday Impact Investing: Newday Impact Investing is a smaller advisory firm focused on values-aligned portfolios for individuals and families. Comparable as a boutique impact RIA serving retail clients seeking SRI strategies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/social-impact-investments-inc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Social Impact Investments