IMPACT CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2024

Total AUM

$626M

Discretionary

$602M

96% of AUM

Avg account

$336K

Accounts

1,861

Employees

Advisory reps

Firm details

Headquarters: GREENWOOD VILLAGE, Colorado
CRD number: 329616
Registered since: February 7, 2024
Website: impactcp.org
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.54%
Individuals4.26%
Corporations / Businesses1.52%
Charitable Organizations0.43%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Impact Capital Partners LLC is an independent registered investment adviser structured as a limited liability company that positions itself as a capital allocator for high‑net‑worth individuals and families. The firm combines traditional financial planning and discretionary portfolio management with insurance brokerage capabilities and the selection of outside advisers. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for institutions and businesses, and pension consulting services. Impact Capital Partners charges fees by percentage of assets under management as well as hourly and fixed fees. The firm emphasizes equity exposure as its primary allocation preference and maintains a predominantly discretionary management approach. It is not organized around an ESG investing mandate. As an SEC‑registered adviser (registered in 2024), Impact Capital Partners uses third‑party managers where appropriate, acting as a gatekeeper for alternative allocations and specialist strategies.