William Bancroft
Impact Capital · Rockville, Maryland
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.
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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 MD, TX, VA · CRD 4578392 |
| Exams passed | Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.impactcapital.com |
How William'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 William
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.
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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