Kenneth Grant Cala

Employer firm

Independence Square Holdings, LLC CRD 300139

$1.83B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2026 → Present
  Independence Square Holdings, Llc
  Alameda, CA
• 02/1999 → Present
  Lowery Thomas, Llc
  Alameda, CA
• 11/1996 → Present
  Kenneth G. Cala, Cpa
  Alameda, CA

Other Businesses

1) Independence Square Advisors - Investment Related: Yes - 150 South Warner Road, Suite 402, King of Prussia, PA 19406 - DBA for Registered Investment Advisor Independence Square Holdings, LLC - Investment Adviser Representative, Wealth Advisor - Start Date: 8/20/2026 – 55% of time spent on this OBA, 50% of the time spent are during trading hours - Provides Financial Planning Investment Management services. 2) Kenneth G. Cala, CPA - Investment Related: No - 875-A Island Drive #354, Alameda CA 94502 – Owner, CPA – Start Date: 2/1/1999 - 40% of time spent on CPA Activities, 50% of the time spent are during trading hours. - Accounting Firm, Tax planning and tax return preparation 3) Entefy Inc. - Investment related: No - PO Box 239 Palo Alto CA, 94302 – Visionary Circle, Tax Advisor, shareholder - Start Date: 01/2013 – Less than 1% of time spent on this OBA, none of which are during trading hours. – Entefy is an Enterprise AI Company. R&D in machine intelligence, with a focus on AGI, agentic systems, inference efficiency, AI privacy, and security. 4) Alameda World Baseball – Investment Related: No - 208 Brighton Court, Alameda CA 94502 - President, Treasurer – Start Date: 2012 - Less than 5% of time is spent on this activity, none during trading hours. Fundraises, organizes team, tournaments, travel plans, homestays for team. AWB is a 40+ year organization that spreads international goodwill through homestay and annual baseball tournaments for 15-year-old players throughout the world. 5) Alameda Boys & Girls Club – Investment Related: No – 1900 3rd Street, Alameda CA 94501 – Treasurer, Finance Committee Chair – Start Date: 2012 - Less than 5% of time is spent on this activity, none during trading hours. Serve underserved children from Alameda and surrounding area 6) KGC Financial Group LLC – Investment Related: Yes – 875-A Island Drive #354, Alameda, CA 94502 – Owner – Start Date: 12/2025 - 55% of time spent on this OBA, 50% of the time spent are during trading hours. Entity is used to market wealth management services as an IAR of Independence Square Holdings, LLC - DBA Name and entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-07

Designations

• Certified Financial Planner