$253.4M Total AUM
$253.4M Disc. AUM
17.1% 3Y CAGR
4 Employees
118 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Signal capitalMeridian capital +more
- Established Date
- 08-14-2018
- Office Locations
- 1
Office Locations
ONE Research Court Suite 400 Rockville MD
About Impact Capital, LLC
Impact Capital LLC is a Rockville, MD-based fiduciary RIA (since 2018) providing integrated wealth management—financial planning, tax advice, and discretionary portfolio management. Portfolios emphasize low-cost ETFs, a risk-management framework, and quantitative tilts toward favored asset classes over the next 12–18 months. The team coordinates with clients’ CPAs/attorneys and publishes ongoing market research insights.
Team overview
-- AVG AGE
$84.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
6.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Alpha Insight
Client Personas
Summit
Custodian
Capital Insight Timber alpha
Investment Themes
Vertex Insight Radial value Wave meridian Frontier
Investment Vehicles
Crest optima Eagle
Platform
Delta
Services
Insight Capital focus Element Peak zenith Harbor Alpha Element Momentum Insight Frontier atlas Oak
Technology
Crest Pioneer legacy Quantum
Owner & Executives
W
WILLIAM DENNIS BANCROFT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4578392
- Ownership
- Less than 5%
(394) 246-6829
pathway.alpha@wavecapital.com
in linkedin.com/in/harbor-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
D
DANIEL JARED COHEN
Founder
- CRD
- #6438308
(450) 551-9510
glacier.north@harborcapital.com
in linkedin.com/in/summit-north
D
Dawn Marie Page
Director
- CRD
- #3272365
(367) 555-7144
capital.eagle@beaconcapital.com
in linkedin.com/in/vertex-frontier
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $253,350,037 | $389,769 |
| Non-Discretionary | $0 | -- |
| Total | $253,350,037 | $389,769 |
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Separately Managed Accounts
Total SMA Asset: $253,350,037
Public Funds:
19.0% Private Funds:
5.5% Equity - Exchange:
7.9% Cash:
6.1% Municipal Bonds:
13.8% Derivatives:
23.7% U.S. Government/Agency:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $150,989,448 | 19.0% |
| Private Funds | $43,707,472 | 5.5% |
| Equity - Exchange | $62,779,823 | 7.9% |
| Cash | $48,475,560 | 6.1% |
| Municipal Bonds | $109,666,020 | 13.8% |
| Derivatives | $188,339,469 | 23.7% |
| U.S. Government/Agency | $190,723,512 | 24.0% |
| Total | $794,681,304 | 100.0% |