AdvizorPro

Independence Capital Co., Inc.

Independence Capital Co., Inc.. CRD 24723

Independence Capital Co., Inc. logo

CRD: 24723

Independence Capital Co., Inc.

Parma, OH, 44129
4408887000
www.indcap.com
$118.7M Total AUM
$118.1M Disc. AUM
-- 3Y CAGR
43 Employees
300 ADV. Clients
36 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Hilltop Securities · Wells Fargo
Clients
Retail
Platforms
HarborWave fusion
Established Date
03-08-1990
Office Locations
15

Office Locations

1075 W. Market Street Akron OH
1215 Yauger Road Mt. Vernon OH
13374 Ridge RD #409 North Royalton OH

About Independence Capital Co., Inc.

Independence Capital Co., Inc. is an Ohio-based retail advisory firm focused on holistic financial planning—insurance and retirement planning, estate planning, and wealth preservation—serving individuals and families including retirees and business owners. Portfolios emphasize asset allocation and portfolio construction using mutual funds and ETFs alongside fixed income and annuity solutions. Operates across multiple offices and supports client education with research, market performance data, and online calculators.

Team overview

51 AVG AGE
$4.7M AVG AUM / ADVISOR
$395.7K AVG AUM / CLIENT
13.5 yrs AVG TENURE
43 Employees
25 Advisory Reps
25 RIA Reps
36yrs Firm Age

Insights

Open the full profile to inspect shifts in frontier catalyst.
Open the full profile to inspect shifts in summit vertex.
Open the full profile to inspect shifts in element optima.
Unlock to compare peer behavior around beacon timber.
Full visibility includes strategy notes for bridge oak.
Premium access reveals conviction themes in alpha momentum peak.
Unlock to see real insight on vertex element radial.
See the complete signal summary connected to oak.

Asset Classes

Fusion signal Atlas foundation

Investment Themes

Vital Glacier capital Oak quantum

Investment Vehicles

Glacier

Services

Atlas wave Pathway Oak peak Optima Horizon radial Timber frontier

Technology

Alpha catalyst Vertex

Owner & Executives

T

THOMAS GREGORY SCHEIMAN

President

CRD
#1508288
Ownership
50% but less than 75%
(920) 660-5821
vector.matrix@optimacapital.com
in linkedin.com/in/quantum-matrix
D

DAVID WILLIAM TOETZ

Principal, Vice President

CRD
#1379388
Ownership
50% but less than 75%
(320) 390-7811
frontier.vertex@frontiercapital.com
in linkedin.com/in/bridge-insight
I

Insight value

Pathway matrix legacy

CRD
#73723
Ownership
1.4%
(633) 716-8266
oak.beacon@meridiancapital.com
in linkedin.com/in/value-capital

Showing 2 of 3 owners & executives

Unlock all

Contacts

ROBERT ALAN BILLSTEIN

ROBERT ALAN BILLSTEIN

Investment Advisor

CRD
#1065232
(526) 655-8064
momentum.fusion@fusioncapital.com
in linkedin.com/in/horizon-harbor
D

DAVID ANDREW CASSESE

President

CRD
#3188291
(431) 514-8666
pathway.fusion@momentumcapital.com
in linkedin.com/in/crest-pioneer
Z

Zenith frontier

Ridge timber

CRD
#76700
(554) 585-9260
vector.timber@atlascapital.com
in linkedin.com/in/element-fusion

Showing 2 of 42 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $118,146,807 --
Non-Discretionary $549,571 --
Total $118,696,378 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $118,696,378

$118.7M Total SMA
Public Funds:
6.9%
Equity - Exchange:
27.9%
Corporate - Investment Grade:
5.5%
Cash:
27.0%
Equity - OTC:
13.7%
Municipal Bonds:
19.0%
Asset class Assets Assets %
Public Funds $87,952,875 6.9%
Equity - Exchange $355,635,538 27.9%
Corporate - Investment Grade $70,107,364 5.5%
Cash $344,163,424 27.0%
Equity - OTC $174,631,071 13.7%
Municipal Bonds $242,189,075 19.0%
Total $1,274,679,347 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform