Impact Capital, Llc
- Regulatory AUM
- $253M
- Discretionary
- $253M
- Clients
- 115
- Avg AUM / client
- $2.2M
- Accounts
- 650
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $15.4M | 6.08% |
| High net worth individuals | 72 | $234M | 92.5% |
| Charitable organizations | 3 | $3.6M | 1.44% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Dennis Bancroft | Chief Executive Officer, Chief Compliance Officer | Jul 2018 (8y) | 25% – 50% | |
| Cohen, Eric | Partner | Aug 2018 (8y) | ≈ 25% – 56.25% via Ecdc Investments, Llc | |
| Daniel Jared Cohen | Partner | Aug 2018 (8y) | ≈ 12.5% – 37.5% via Ecdc Investments, Llc | |
| Dawn Marie Page | Registered representative | Mar 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ecdc Investments, Llc | Partner | Jul 2018 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cohen, Eric: 50% – 75% of Ecdc Investments, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Daniel Jared Cohen: 25% – 50% of Ecdc Investments, Llc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗