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IMPACT CAPITAL PARTNERS LLC

GREENWOOD VILLAGE, CO · CRD 329616 · IAPD ↗ · impactcapitalpartners.com · 888-304-6722

$625.6MRegulatory AUM
5Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — IMPACT CAPITAL PARTNERS LLC reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
February 2025 — IMPACT CAPITAL PARTNERS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
February 2025 — IMPACT CAPITAL PARTNERS LLC now reports custody of client assets ($1.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2025 — IMPACT CAPITAL PARTNERS LLC crossed $500M in regulatory AUM ($437.1M -> $528.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
February 2025 — IMPACT CAPITAL PARTNERS LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — IMPACT CAPITAL PARTNERS LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
July 2024 — IMPACT CAPITAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
May 2024 — IMPACT CAPITAL PARTNERS LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2024 — IMPACT CAPITAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
March 2024 — IMPACT CAPITAL PARTNERS LLC (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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