Firm profile

IMPACT CAPITAL PARTNERS LLC

GREENWOOD VILLAGE, COCRD 329616Latest ADV March 3, 2026

Impact Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 3, 2026, reports $626M in regulatory assets under management, 5 employees, 1 office, and 1,861 accounts.

Assets Under Management
$626M
Employees
5
Offices
1 office
Total Clients
230
Primary office
GREENWOOD VILLAGE, CO
8101 E PRENTICE AVE, SUITE 1080, GREENWOOD VILLAGE, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOBrett C. Stone
CEOGreg Segal
CCOJonathan M. Ameen

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 77.0% of total clients.
Top client categories% of clientsClients
1
HNWI
77.0%
177
2
Individuals
23.0%
53
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$626Mas of March 3, 2026
Discretionary96.2%
$602M
96% of total RAUM96.2%
Non-discretionary3.8%
$24M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$626M
Total Accounts1,861
10Y AUM Change+$626M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee46:1
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.