A complete list of active advisors currently associated with Impact Capital, LLC

Warmer can help you find a great advisor at Impact Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Impact Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.