# William Bancroft

> William Bancroft is a fee-only financial advisor at Impact Capital in Rockville, Maryland. William charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

Page: https://find.wellspent.co/advisors/william-bancroft/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $253.4M across 650 accounts
- **CRD:** 4578392 (https://adviserinfo.sec.gov/individual/summary/4578392)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 65 (2001)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.impactcapital.com

## Frequently asked questions

### Is William Bancroft a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?

William charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### Where is William Bancroft based?

William Bancroft is based in Rockville, Maryland.

### Is William Bancroft registered with the SEC?

Yes. William Bancroft is registered as an investment adviser representative in MD, TX and VA (CRD 4578392), 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 William Bancroft?

Through William's website, www.impactcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4578392): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://impactcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.