TOTAL IMPACT CAPITAL

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BETHESDA, Maryland
CRD number
299283

Firm profile

FINTRX

Overview

Total Impact Capital operates as a limited liability company that functions primarily through broker-dealer channels rather than as a traditional investment advisory firm. The firm is organized under individual ownership and is classified as unclassified in available records. Its registered business activity is as a registered representative of a broker-dealer, which suggests client-facing securities sales or transaction execution rather than a large-scale advisory platform. Available indicators show no active ESG designation and the firm is not documented as a multi-state adviser, pension consultant, capital allocator, or related adviser. Public disclosures do not show a conventional retail advisory client base or typical RIA reporting of discretionary assets; instead the firm appears to focus on managing a small number of private pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • ARTHUR WOOD

    Founding PartnerCRD 7031702

  • JOHN SIMON

    Founding & Managing PartnerCRD 5946866

  • DEREK SALEEBY

    Founding PartnerCRD 1786188

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
4800 Montgomery Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth