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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer · Independence Square Holdings, LLC

Kaleb M. Burns

CRD 5791663 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Independence Square Holdings, LLC, an SEC-registered wealth manager based in King of Prussia, PA with $1.8 billion in regulatory assets, lists Kaleb M. Burns on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Kaleb at 1 other registered adviser.

Firms and roles

  • Independence Square Holdings, LLCChief Compliance OfficerWealth manager · King of Prussia, PA · $1.8B in regulatory assets
  • ISQ CapitalChief Compliance OfficerAsset manager · King of Prussia, PA · $0M in regulatory assets

AtlasMembers

Kaleb’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kaleb’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.