Independent Capital

Overview

Independent Capital is organized as a limited liability company and is owned by an individual. The firm’s public profile lists financial planning and portfolio management specifically for individuals and small businesses as its primary advisory activities. It reports a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — which suggests flexibility in how it bills clients and can serve both ongoing advisory relationships and project-based planning work. The firm’s registrations include California and Illinois. It is not identified as an active ESG investor, does not list itself as a pension consultant or related adviser, and is not labeled a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices