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Sohrab Sadegi

Investment adviser representative at Independence Capital Co., Inc.
32 yearsExperience
1 stateRegistered in
$118.7MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

32 years in the industry.

  1. Independence Capital Co., Inc.Feb 2005 to now
  2. Bankers Life & CasualtyFeb 1994 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 1 state (OH).

Independence Capital Co., Inc.

$118.7MAssets managed
300Clients
19Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3064894
Firm CRD
24723
Advisor's SEC record (opens in a new tab)
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