RIA Intelligence

IMPACT CAPITAL, LLC

CRD #297413 SEC #801-123536 ROCKVILLE, MD 301-417-3300
SEC Registered
Total AUM
$240.3M
Discretionary
$240.3M
Employees
4
Clients
101
Accounts
491

AUM Over Time

DateOct 2025
Total AUM$240.3M
Discretionary$240.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2025
Total AUM$240.3M
Discretionary$240.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$157.9M
Discretionary$157.9M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$115.2M
Discretionary$105.8M
Non-Disc.$9.4M
Employees4
Clients2
DateFeb 2022
Total AUM$115.2M
Discretionary$105.8M
Non-Disc.$9.4M
Employees4
Clients2