INDEPENDENCE CAPITAL CO., INC.
At a Glance
| Total AUM | $118.7M |
| Discretionary | $118.1M100% of AUM |
| Non-Discretionary | $550K |
| Client Accounts | 300 |
| Avg Account Size | $396K |
| Employees | 43 |
| Peak AUM | $118.7MJun 2026 |
AUM by Client Type
Total AUM
$119M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $119M | — | — | — | — |
| Discretionary AUM | $118M | — | — | ||
Key Metrics
| Total AUM | $118.7M |
| Discretionary | $118.1M |
| Employees | 43 |
| Client Accounts | 300 |
| Client Range | 0 |
Contact & Location
Address
5579 PEARL ROAD, STE 100
PARMA OH 44129
Phone
440-888-7000
Filing History
1 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
Clients
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-Dealer
Related Entities (Item 7)
Insurance CompanyPension Consultant