Impact Capital LLC

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Assets, Funds, Holdings

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Impact Capital LLC
CRD #297413
SEC #801-123536
CIK #0001610191
AUM $240.3 M (2025-03-13)
Employees 4 (75% Investors, 0% Brokers)
Phone301-417-3300
AddressOne Research Court
Rockville, MD 20850
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
2502001501005002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 36 11.8
(b) Individuals (high net worth individuals) 64 223.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 4.6
(n) Other 0 0.0
Total 491 240.3
By Discretionary
Discretionary 491 240.3
Non-Discretionary 0 0.0
Total 491 240.3
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 240.2
Total 491 240.3
EDGAR Form CIK 2011 - 2025
D [0001610191]
Comparable Firms State AUM ($B)
Viawealth LLC
KS 0.2
RCS Financial Planning LLC
MD 0.2
Mendel Capital Management LLC
AR 0.2
Miller Capital Partners Inc
MI 0.2
Fort Henry Capital LLC
WV 0.2
Kamichu Wealth Management LLC
NV 0.2
Elite Financial Inc
ID 0.2
Retirementadvice JKA
CA 0.2
David Wealth Management LLC
VA 0.2
Ables Iannone Moore & Associates Inc
GA 0.2
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