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Vice President and Managing Director · Independence Asset Advisors, LLC

Katie E. Kearns

CRD 6045459 · Named on Form ADV at one SEC-registered adviser

At a glance

Independence Asset Advisors, LLC, an SEC-registered asset manager based in Wynnewood, PA with $2.2 billion in regulatory assets, lists Katie E. Kearns on its Form ADV as Vice President and Managing Director, a control person.

Firms and roles

AtlasMembers

Katie’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Scott D. RenningerPresident, Chief Investment Officer, and Managing Member, Independence Asset Advisors, LLC
  • Kyle R. BubeckChief Compliance Officer, Independence Asset Advisors, LLC

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