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IMPACT CAPITAL, LLC

ROCKVILLE, MD · CRD 297413 · IAPD ↗ · 301-417-3300

$253.4MRegulatory AUM
3Advisory reps
4Employees
3Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — IMPACT CAPITAL, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — IMPACT CAPITAL, LLC reported RAUM up 28% ($188.1M -> $240.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.