Impact Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rockville, MD. Its latest Form ADV filing, dated March 19, 2026, reports $253M in regulatory assets under management, 4 employees, and 650 accounts.
Assets Under Management
$253M
Employees
4
Offices
--
Total Clients
115
Primary office
ROCKVILLE, MD
ONE RESEARCH COURT, SUITE 400, ROCKVILLE, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.6% of total clients.
Top client categories% of clientsClients
1
HNWI
62.6%
72
2
Individuals
34.8%
40
3
Charitable
2.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$253Mas of March 19, 2026
Discretionary100.0%
$253M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$253M
Total Accounts650
10Y AUM Change+$138M (+120.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.