Independent Capital

Independent Capital, based in Costa Mesa, California, provides independent financial advice, wealth management, and comprehensive planning services to individuals, families, and businesses across the United States. Advisors at the firm develop personalized strategies, including investments, retirement planning, estate planning, and insurance solutions, to help clients build wealth, preserve assets, and achieve financial confidence. The firm serves over 50,000 clients, managing more than $1 billion in assets under management (AUM) and overseeing $5 billion in insurance protection. Its team comprises 101 to 200 employees, with key personnel including Senior Managing Partner and Chief Marketing Officer William Farraj, supporting its full-service financial consulting model. Independent Capital was founded in 1988; specific founder names are not publicly available. Its business model centers on operates as an independent full-service financial consulting and management firm, earning revenue through advisory fees, asset management, insurance, and related financial services.