Impact Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, and insurance. Financial planning was provided to 51–100 clients last fiscal year.
Impact Capital Partners reports 230 clients. They include 177 high-net-worth individuals and 53 individual clients. Of its assets, 96.2% ($602M across 1,735 accounts) are managed with discretion; $23.7M across 126 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 4% |
| High-net-worth individuals | 77% | 94% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 53 | $26.7M | 4.3% | $503K |
| High-net-worth individuals | 177 | $585M | 93.5% | $3.31M |
| Pension and profit-sharing plans | Fewer than 5 | $1.57M | 0.3% | — |
| Charitable organizations | Fewer than 5 | $2.67M | 0.4% | — |
| Corporations and other businesses | Fewer than 5 | $9.54M | 1.5% | — |
| Total | 230 | $626M | 100% | — |
- Clients
- 53
- Regulatory AUM
- $26.7M
- AUM share
- 4.3%
- Avg. per client
- $503K
- Clients
- 177
- Regulatory AUM
- $585M
- AUM share
- 93.5%
- Avg. per client
- $3.31M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.57M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.67M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $9.54M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 230
- Regulatory AUM
- $626M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Impact Capital Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning on a fixed engagement fee that will not exceed $30,000; fees may be negotiable.
Two-One Capital LLC owns 50% to 75% of Impact Capital Partners and is in turn owned by Greg Segal (75% or more). Greg Segal is CEO; the leadership team includes Chief Compliance Officer Jonathan Ameen. It has 5 employees.
Leadership
- Greg SegalCo-Chief Executive Officer
- Brett StoneCo-Chief Executive Officer
- Jonathan AmeenChief Compliance Officer, Partner, Analyst
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Impact Capital Partners LLC
Two-One Capital LLC
Control person · since January 2024
- Owns 75% or more of Two-One Capital LLC
Greg Segal
Control person · since January 2024
- Owns 50% to 75% of Impact Capital Partners LLC
2 Inlets LLC
Control person · since January 2024
- Owns 75% or more of 2 Inlets LLC
Brett Stone
Control person · since January 2024
Impact Capital Partners’ regulatory assets grew from $437M (June 2024) to $626M (March 2026); clients rose from 191 to 230 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $626M | 230 | 5 | 2 |
| May 2025 | $528M | 237 | 6 | 2 |
| June 2024 | $437M | 191 | 5 | 2 |
Besides its headquarters, Impact Capital Partners has 1 office (1 private residence, listed without an address), with 1 listed address in Colorado.
Colorado · 1 listed address
- 8101 E Prentice Ave, Suite 1080, Greenwood VillageHQ
Contact and registration details
- Legal name
- Impact Capital Partners LLC
- Headquarters
- 8101 E Prentice Ave, Suite 1080, Greenwood Village, CO 80111
- Website
- impactcapitalpartners.com
- Phone
- 888-304-6722
- SEC file
- 801-129440
- Founded
- 2024
- Structure
- New Mexico LLC
- Fiscal year end
- December
Impact Capital Partners uses Charles Schwab ($602M) as custodian for its separately managed accounts. Impact Capital Partners has custody of $43M in client assets for 105 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $602M100%
At year end, Impact Capital Partners’ separately managed accounts were mostly in stocks (60%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $367M across 283 positions; the largest are Apple Inc. (4.9%), Nvidia Corporation (4.6%) and Microsoft Corp. (3.7%).
What the accounts hold
- Stocks60%
- Funds16%
- Bonds13%
- U.S. government and agency bonds5%
- Investment grade corporate bonds4%
- State and local bonds3%
- High-yield corporate bonds1%
- Cash7%
- Other4%
- Structured notes4%
Reported 13F holdings
- $367M
- Reported 13F value
- 283
- Positions
- 29.6%
- In the 10 largest
- +10.9%
- Value vs. prior quarter
- Apple Inc.4.9%
- Nvidia Corporation4.6%
- Microsoft Corp.3.7%
- Broadcom Inc.3.4%
- Wisdomtree TR · Dynamic Intl EQT3.1%
- Alphabet Inc. · Cap Stk CL A2.6%
- iShares TR · Fltg Rate NT ETF1.9%
- Procter & Gamble CO1.9%
- JPMORGAN Chase & CO1.8%
- Johnson & Johnson1.8%
Together, the ten largest are 29.6% of reported value.
How many clients does Impact Capital Partners have?
Impact Capital Partners has 230 clients and manages $626 million for them, as of March 2026. They include 177 high-net-worth individuals and 53 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Impact Capital Partners offer?
Impact Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Impact Capital Partners charge?
Impact Capital Partners charges up to 2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 3 March 2026
Which custodians does Impact Capital Partners use?
Impact Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $602M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Impact Capital Partners have?
Impact Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Impact Capital Partners invest in?
At the end of its last fiscal year, Impact Capital Partners’ separately managed accounts held 60% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 5% U.S. government and agency bonds, 4% investment grade corporate bonds, 4% other, 3% state and local bonds and 1% high-yield corporate bonds. The 4% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Impact Capital Partners?
Impact Capital Partners is owned through holding companies by Greg Segal and Brett Stone. Its direct owners are Two-One Capital LLC (50% to 75%) and 2 Inlets LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Impact Capital Partners get paid?
Impact Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Impact Capital Partners registered with the SEC?
Yes, Impact Capital Partners has been registered with the SEC as an investment adviser since 7 February 2024. Its CRD number is 329616 and its SEC file number is 801-129440.
Source: Form ADV Part 1A, Item 1, filed 3 March 2026; IAPD firm record
How do I contact Impact Capital Partners?
Impact Capital Partners’ main office is at 8101 E Prentice Ave, Suite 1080, Greenwood Village, CO 80111. Its phone number is 888-304-6722. Its website is impactcapitalpartners.com.