← Directory
INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139File 801-116750
APPROVED
Retail clients
Disclosure events
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.83B
Top 25% of cohort (national)
Discretionary AUM
$1.83B
Non-discretionary $750K
Clients
2,648
2,648 accounts
Employees
37
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 7, 2019
- Principal office
- 150 SOUTH WARNER ROAD, SUITE 300, KING OF PRUSSIA, PA, 19406
- Phone
- 610-520-1500
- Website
- https://indsquare.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.83B
- Discretionary AUM
- $1.83B
- Non-discretionary AUM
- $750K
- Discretionary accounts
- 2,647
- Non-discretionary accounts
- 1
- Total accounts
- 2,648
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.3M |
| Charitable organizations | 7 | $5.1M |
| High net worth individuals | 1,080 | $1.45B |
| Pension and profit sharing plans | 13 | $11.7M |
| Individuals (other than high net worth individuals) | 1,541 | $363.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REFERRAL FEES
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11A2
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 2,520 | 2,648 | increased by128 |
| Apr 1, 2026 | AUM | $1,488,010,409 | $1,833,978,825 | increased by$345,968,416 |
| Apr 1, 2026 | Accounts | 3,985 | 2,648 | decreased by1,337 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 41 | 37 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,829 | 2,520 | increased by691 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $991,006,983 | $1,488,010,409 | increased by$497,003,426 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,076 | 3,985 | increased by909 |
| Aug 1, 2022 | Employees | 36 | 41 | increased by5 |
| Apr 1, 2022 | Employees | 40 | 36 | decreased by4 |
| Apr 1, 2022 | Clients | 1,169 | 1,829 | increased by660 |
| Apr 1, 2022 | AUM | $686,793,614 | $991,006,983 | increased by$304,213,369 |
| Apr 1, 2022 | Accounts | 2,545 | 3,076 | increased by531 |
| May 1, 2021 | Employees | 39 | 40 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INDEPENDENCE SQUARE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEPENDENCE SQUARE” may also match similarly-named firms). Confirm identity against each filing.
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.