Asset manager · Salt Lake City, UT
Sorenson Impact Advisory
Sorenson Impact Advisory, LLC · SEC-registered investment adviser · CRD 324124 · SEC 801-127087
At a glance
Sorenson Impact Advisory is an SEC-registered investment adviser based in Salt Lake City, Utah, with $255 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is charitable organizations, and it reports 5 individual clients. By Form ADV it is a asset manager, ranked 2,010th of 3,218 asset managers and 10,978th of 17,210 SEC-registered advisers by assets.
Main office 801-877-0915sorensonimpact.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $255M
- Rank among asset managers
- #2,010 of 3,218
- Rank among all SEC RIAs
- #10,978 of 17,210
- Rank in Utah
- #98 of 151
- Individual clients
- 5
- High-net-worth clients
- 5
- Accounts
- 8
- Discretionary
- 85% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Lauren J. SercuPartner and CIO
- Andrew C MoralesChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 3 | $212M | 83% |
| High-net-worth individuals | 5 | $43M | 17% |
Disciplinary disclosures
Sorenson Impact Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗sorensonimpact.com ↗
AtlasMembers
The full record on Sorenson Impact Advisory
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 880 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Sorenson Impact Advisory manage?
Sorenson Impact Advisory reports $255 million in regulatory assets under management across 8 accounts, 85% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Sorenson Impact Advisory?
Sorenson Impact Advisory is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Sorenson Impact Advisory’s clients?
By assets, its largest client types are charitable organizations ($212 million, 3 clients); high-net-worth individuals ($43 million, 5 clients).
Does Sorenson Impact Advisory have any disciplinary history?
Sorenson Impact Advisory reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Sorenson Impact Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →