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| Independence Capital Co Inc
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|
|
|---|---|
| CRD # | 24723 |
| SEC # | 801-136903 |
| CIK # | |
| AUM | $118.7 M (2026-06-29) |
| Employees | 43 (58% Investors, 95% Brokers) |
| Phone | 440-888-7000 |
| Address | 5579 Pearl Road, Ste 100 Parma, OH 44129 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 74.8 |
| (b) Individuals (high net worth individuals) | 20 | 43.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 118.7 |
| By Discretionary | ||
| Discretionary | 290 | 118.1 |
| Non-Discretionary | 10 | 0.5 |
| Total | 300 | 118.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.7 | |
| Total | 300 | 118.7 |
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|---|---|---|
|
Kailix Advisors LLC
✚
|
FL | 0.1 |
|
TCN Private Wealth Management LLC
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|
0.1 | |
|
Intellicapital Advisors LLC
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FL | 0.1 |
|
Savvy Labs Inc
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|
NY | 0.1 |
|
LD Lowe Wealth Advisory Inc
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TX | 0.1 |
|
Shea Brian Michael
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|
0.1 | |
|
HMS Financial Services LLC
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|
SC | 0.1 |
|
Noble Wealth Partners LLC
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|
CO | 0.1 |
|
Terrafirma Wealth Partners LLC
✚
|
CA | 0.1 |
|
Smith & Co Advisory LLC
✚
|
TN | 0.1 |