Independent Capital

Overview

Independent Capital is structured as a limited liability company under individual ownership that provides financial planning and discretionary portfolio management targeted at individuals and small-business owners. The firm bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements rather than relying on a single pricing model. Regulatory and operational metadata in the record indicate it is not marked as a multi-state adviser, is not identified as an active ESG investor, and is not flagged as a capital allocator, pension consultant, or related adviser. The dataset does not specify the year of SEC registration. Service-level descriptions emphasize traditional wealth-management work—financial planning and portfolio management for private clients—without any recorded institutional or family-office lines of business in the available summary.

Assets & Accounts

Location & Offices