Bill Bancroft is the Chief Executive Officer of Impact Capital and has been serving high net worth clients for over 20 years. In addition to being an advisor to clients, Bill is responsible for the overall client experience, including consistent delivery of investment advice and exceptional service. He proactively identifies new planning and investment strategies designed to benefit the firm’s clients.
Prior to joining Impact Capital, Bill spent the majority of his career at Convergent Wealth Advisors. During his 16 years with the firm, he was part of a team that grew the firm’s assets under management from under $1 Billion to over $10 Billion, creating one of the largest advisory firms in the nation. He served as Chief Operating Officer, a senior advisor to clients, and as a mentor for employees. He was a member of the firm’s Operating, Leadership, and Investment Committees.
Bill earned a Bachelor of Science degree in Finance with an emphasis on Quantitative Business Analysis from The Pennsylvania State University. He holds the Certified Investment Management Analyst® (CIMA®) and Chartered Private Wealth Advisor® (CPWA®) designations. Bill also passed the Financial Industry Regulatory Authority (FINRA) Series 65 exam.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Capital, LLC | Rockville, MD | Jul 2018 - Current | 5 |
| Pagnatokarp | Reston, VA | Aug 2016 - Apr 2018 | 1 |
| Convergent Wealth Advisors, LLC | Potomac, MD | May 2007 - Aug 2016 | 9 |
| Convergent Wealth Advisors | Potomac, MD | Jun 2000 - Aug 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- MD
- TX
- VA
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Total Assets Under Management188MILLIONS
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Total Number of Accounts425ACCOUNTS
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Average Account Value$442,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
DC, FL, MD, TX, VA
The advice you need. The service you deserve.
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