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IMPACT CAPITAL, LLC
CRD 297413 · SEC 801-123536
ONE RESEARCH COURT, SUITE 400, ROCKVILLE, MD, 20850, United States
Phone
301-417-3300
Fax
301-417-3311
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.4M
Discretionary AUM
$253.4M
Team
4 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $15.4M |
| High net worth individuals | 72 | $234.3M |
| Charitable organizations | 3 | $3.6M |
States served
DC, MD, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD