Owner · Impact Capital, LLC
Jamie L. Bancroft
CRD 5389372 · Named on Form ADV at one SEC-registered adviser
At a glance
Impact Capital, LLC, an SEC-registered wealth manager based in Rockville, MD with $253 million in regulatory assets, lists Jamie L. Bancroft on its Form ADV as Owner.
Firms and roles
- Impact Capital, LLCOwnerWealth manager · Rockville, MD · $253M in regulatory assets
AtlasMembers
Jamie’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- William D. BancroftChief Executive Officer, Chief Compliance Officer, Impact Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.