Impact Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$249,711,880
Clients
112
Advisors
3
of 4 employees
About
Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans (including 401(k) plans), and financial planning to individual and high‑net‑worth clients. The firm tailors Investment Policy Statements for each client and generally manages accounts on a discretionary, asset‑based fee basis.
The firm’s investment approach combines multiple methods of analysis — including fundamental, quantitative, technical/charting analysis and modern portfolio theory — and employs long‑term trading alongside margin transactions. Impact Capital limits its recommended investments to instruments such as mutual funds, ETFs (including precious‑metal and commodity ETFs), equities, fixed income, REITs and commodities, and delivers monthly account reporting through custodians it approves.
Compared with many peers, Impact Capital discloses an affiliation with an accounting firm that may offer audit, tax and related services to clients, while noting clients are not required to use those services. The brochure also highlights operational distinctions — including the firm’s stated use of derivatives in separately managed accounts, its requirement that clients use firm‑approved custodians (Schwab and Fidelity), and a policy not to aggregate trades — which differentiate its practices from those of many supported advisers.
Client services
Expertise
Fee options
$0 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually
$400 per hour for financial planning
Account minimum: $750,000 (waivable)
Main office
One Research Court, Suite 400
Rockville MD 20850
Advisors at this office
3
Most active in
District of Columbia · Florida · Maryland · Texas · Virginia
Also doing business as
E. Cohen Capital, LLC · Impact Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William B
Series 65
Rockville, MD
Impact Capital, LLC
William Bancroft is a financial advisor at Impact Capital, LLC with 24 years of industry experience. He has held positions at Impact Capital since 2018 and previously worked at PagnatoKarp from 2016 to 2018. Bancroft holds a Series 65 designation. Impact Capital provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning to individual and high-net-worth clients. The firm uses a multi-method investment approach combining fundamental, quantitative, and technical analyses with modern portfolio theory.
Dawn P
Series 63, Series 65
Rockville, MD
Impact Capital, LLC
Dawn Page is a financial advisor at Impact Capital, LLC in Rockville, MD, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has worked at Impact Capital since 2021 and previously spent five years at PagnatoKarp Partners. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and offers tailored Investment Policy Statements with monthly reporting through approved custodians.
Daniel C
Series 63, Series 65
Rockville, MD
Impact Capital, LLC
Daniel Cohen is a financial advisor at Impact Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous work experience with Ameriprise Financial Services and Kestra Financial Services. In addition to his advisory role, Cohen works as a Tax Manager at E. Cohen and Company, CPAs, where he has been involved in tax return preparation and planning since 2011. Impact Capital provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients. The firm employs a diversified investment approach combining fundamental, quantitative, technical, and modern portfolio theory analyses, and focuses on long-term trading across various asset classes.
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