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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Impact Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Impact Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Impact Capital Partners invest in?","answer":"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. 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