Independence Asset Advisors, Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $2.2B
- Clients
- 38
- Avg AUM / client
- $57.7M
- Accounts
- 38
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $3.7M | 0.17% |
| High net worth individuals | 26 | $355M | 16.2% |
| Corporations and other businesses | 5 | $1.8B | 83.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Renninger, Scott, David | President, Chief Investment Officer, And Managing Member | Jan 2010 (17y) | 75% or more | |
| Bubeck, Kyle, Roger | Chief Compliance Officer | Nov 2010 (16y) | Less than 5% | |
| Katie Elizabeth Kearns | Vice President | Nov 2010 (16y) | Less than 5% | |
| Rebecca Moore Renninger | Registered representative | May 2018 (8y) | ||
| Mary Stamm Daly | Registered representative | Aug 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pnc Wealth Management $377M (17% of AUM) Mar 2026
- Pnc Investments Llc $347M (20% of AUM) Mar 2025
- Charles Schwab & Co. $316M (14% of AUM) Mar 2026
- U.S. Bancorp Investments, Inc. $295M (13% of AUM) Mar 2026
- Principal Financial $237M (11% of AUM) Mar 2026
- Wells Fargo $207M (12% of AUM) Mar 2022
- Vanguard Marketing Corporation $177M (13% of AUM) May 2021
- Merrill Lynch $140M (10% of AUM) May 2021
- BNY Mellon $122M (13% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗