IMPACT CAPITAL, LLC

One Research Court
Suite 400
Rockville, Maryland 20850
Tel: 301-417-3300

About IMPACT CAPITAL, LLC

IMPACT CAPITAL, LLC, formally registered with the SEC as IMPACT CAPITAL, LLC. The firm was established in 03/25/2022. They have over 1 offices throughout the country.

IMPACT CAPITAL, LLC is a Rockville, Maryland based Financial Planning firm with nearly $188,079,548 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297413
SEC#	801-123536
Assets Managed by Firm	$188,079,548
No. of Clients	425
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	425	$188,079,548
Individuals (other than high net worth individuals)	33	$9,429,969
High net worth individuals	60	$174,881,055
Corporations or other businesses	5	$3,768,524

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PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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