Daniel Cohen
Impact Capital · Rockville, Maryland
Daniel Cohen is a fee-only financial advisor at Impact Capital in Rockville, Maryland. Daniel charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
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Facts
| Firm | Impact Capital |
|---|---|
| Based in | Rockville, Maryland |
| Fee model | Percentage of assets · Ongoing planning fee · Hourly · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $253.4M across 650 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 6438308 |
| Exams passed | Series 63 (2015) · Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.impactcapital.com |
| Profile |
How Daniel's firm compares
- Impact Capital's average account is about $390,000, from its Form ADV (assets managed divided by 650 accounts).
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Questions about Daniel
Is Daniel Cohen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Impact Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.
Where is Daniel Cohen based?
Daniel Cohen is based in Rockville, Maryland.
Is Daniel Cohen registered with the SEC?
Yes. Daniel Cohen is registered as an investment adviser representative in TX and VA (CRD 6438308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Capital manage?
Impact Capital reports $253.4M across 650 accounts in assets under management.
How do I contact Daniel Cohen?
Through Daniel's website, www.impactcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rockville
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Impact Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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