Impact Capital, LLC
● SEC registered since 2022CRD 297413SEC# 801-123536Rockville, MD
Reg. AUM
$253.4M
Employees
4
Accounts
650
Location
Rockville, MD
Impact Capital, LLC assets under management
Impact Capital, LLC is an investment advisory firm registered with the SEC based in Rockville, MD. The firm has been registered since 2022. It reports $253.4 million in regulatory assets under management and employs 4 people.
Impact Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| The Jamie Lynn Bancroft Revocable Trust | Owner | Under 5% | 2025 |
| The William D. Bancroft Revocable Trust Control | Owner | Over 75% | 2018 |
| William Dennis Bancroft Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2018 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Impact Capital, LLC manage?
Impact Capital, LLC reports $253.4 million in regulatory assets under management on its Form ADV.
How many employees does Impact Capital, LLC have?
Impact Capital, LLC reports 4 employees.
Where is Impact Capital, LLC located?
Impact Capital, LLC is based in Rockville, MD and has been SEC-registered since 2022.
Does Impact Capital, LLC disclose fund performance?
Impact Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Research Court, Suite 400, Rockville, MD 20850 |
| Phone | 301-417-3300 |
| Fax | 301-417-3311 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$253.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$253.4Mregulatory AUM
Discretionary $253.4M