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INDEPENDENCE CAPITAL CO., INC.

CRD 24723File 801-136903
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$118.7M
Bottom 25% of cohort (national)
Discretionary AUM
$118.1M
Non-discretionary $550K
Clients
300
300 accounts
Employees
43
Bottom 25% of cohort in OH

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Aug 6, 2026
Principal office
5579 PEARL ROAD, STE 100, PARMA, OH, 44129
Phone
440-888-7000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$118.7M
Discretionary AUM
$118.1M
Non-discretionary AUM
$550K
Discretionary accounts
290
Non-discretionary accounts
10
Total accounts
300
AUM per client
$396K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals20$43.9M
Individuals (other than high net worth individuals)280$74.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5
  • Q11E2
  • Q11E3
  • Q11E4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.