IMPACT CAPITAL, LLC

Overview

Impact Capital, LLC is an independent registered investment adviser operating as a limited liability company. The firm provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Impact Capital is not positioned as an ESG-focused allocator and is not registered as a multi-state adviser. Investment activity centers on using pooled public funds and mutual funds for core exposure while supplementing portfolios with third‑party real estate strategies. The firm appears to favor external managers for alternative allocations rather than building those capabilities in-house.

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Location & Offices