Impact Capital Partners Llc
- Regulatory AUM
- $626M
- Discretionary
- $602M
- Clients
- 230
- Avg AUM / client
- $2.7M
- Accounts
- 1,861
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $26.7M | 4.26% |
| High net worth individuals | 177 | $585M | 93.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.25% |
| Charitable organizations | Fewer than 5 clients | $2.7M | 0.43% |
| Corporations and other businesses | Fewer than 5 clients | $9.5M | 1.52% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Christopher Stone | Co Chief Executive Officer | CFP | Jan 2024 (3y) | ≈ 37.5% – 75% via 2 Inlets Llc |
| Greg Segal | Managing Member | Jan 2024 (3y) | ≈ 37.5% – 75% via Two One Capital Llc | |
| Johnson, Karin, Elaine | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Anna Maurine Healy | Registered representative | CFP | May 2024 (2y) | |
| Jonathan Michael Ameen | Registered representative | May 2024 (2y) | ||
| Shannon C Graham | Registered representative | May 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Two One Capital Llc | Owner | Jan 2024 | A | 50% – 75% |
| 2 Inlets Llc | Owner | Jan 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Brett Christopher Stone: 75% – 100% of 2 Inlets Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Greg Segal: 75% – 100% of Two One Capital Llc × 50% – 75% direct ≈ 37.5% – 75% 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) | 03/03/2026 | 957 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $602M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 03, 2026.
View current Form ADV (SEC/IAPD) ↗