Impact Capital, LLC
Impact Capital, LLC is an SEC-registered wealth manager in Rockville, MD with $253.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Impact Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297413, SEC 801-123536, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $253.4M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Rockville, MD
- Employees
- 4
- Clients
- 115
- CRD
- 297413
- Ownership
- ECDC INVESTMENTS, LLC; BANCROFT, WILLIAM, DENNIS; COHEN, ERIC; THE WILLIAM D. BANCROFT REVOCABLE TRUST; BANCROFT, JAMIE, LYNN
How much AUM does Impact Capital, LLC have?
Impact Capital, LLC reported $253.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Impact Capital, LLC?
Disclosed owners and executives of Impact Capital, LLC include ECDC INVESTMENTS, LLC, BANCROFT, WILLIAM, DENNIS, COHEN, ERIC, THE WILLIAM D. BANCROFT REVOCABLE TRUST, BANCROFT, JAMIE, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.