KC
Kenneth G. Cala
LOWERY THOMAS
Alameda, CA 94502
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CRD#: 4357683
KC
Kenneth Grant CalaLOWERY THOMAS
Professional summary
Kenneth Grant Cala, CFP® is a registered financial advisor currently at LOWERY THOMAS, LLC located in Alameda, California and INDEPENDENCE SQUARE HOLDINGS, LLC located in Alameda, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kenneth has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Grant Cala's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
August 14, 2001 - Present
LOWERY THOMAS, LLC
Office #1: 875-a Island Drive #354, Alameda, CA 94502RIA
CRD#: 110058
Alameda, CA
Current
August 24, 2026 - Present
INDEPENDENCE SQUARE HOLDINGS, LLC
RIA
CRD#: 300139
Alameda, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/14/2001)
IAR
Pennsylvania(8/24/2026)
Current Firm
IS
INDEPENDENCE SQUARE HOLDINGS, LLC
BARNES LANE ADVISORS LLC | TOUEY & COMPANY | THE PLAN ADVOCATE | STRATAVEST | SCHERZER FINANCIAL | MULVANEY WEALTH MANAGEMENT | MILANEK FAMILY WEALTH MANAGEMENT, LLC | INDEPENDENCE SQUARE HOLDINGS, LLC | INDEPENDENCE SQUARE ASSET MANAGEMENT | INDEPENDENCE SQUARE ADVISORS | BRENTON STRANSKY WEALTH MANAGEMENT | BRENTON PRIVATE WEALTH ADVISORS
CRD#: 300139 / SEC#: 801-116750
RIA
Registered Investment Advisory firm - (6/7/2019 Approved)Loading...
Contact information
Main Address
150 South Warner Road Suite 300, King Of Prussia, PA 19406
Mailing Address
Phone number
(610) 520-1500
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,985 |
| AUM (Assets Under Management) | $ 1,488,010,409 |
Red Flags
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