# INDEPENDENCE TRUST COMPANY

INDEPENDENCE TRUST COMPANY of FRANKLIN, TN is an SEC-registered investment adviser.

## Registration

- CRD: 129245
- Type: SEC-registered investment adviser
- SEC file number: 801-62673
- Location: 325 BRIDGE STREET, FRANKLIN, TN, 37064-2609
- Phone: 615-591-0044
- Latest filing: 2006-11-06
- Regulatory AUM: $577.4M
- Discretionary AUM: $478.9M
- Non-discretionary AUM: $98.5M
- Clients: 6
- Accounts: 679

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [James Bedell](https://search.stillhousedata.com/person/493785) | DIRECTOR; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT AND ASSISTANT SECRETARY OF INDEPENDENCE TRUST COMPANY | New York, NY |
| [WILLIAMS MARCIA ELEANOR](https://search.stillhousedata.com/person/727635) | DIRECTOR/PRESIDENT/CEO; DIRECTOR/PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER; DIRECTOR/PRESIDENT/CEO/COMPLIANCE OFFICER (+1 more) | — |
| [OGILVIE DAVID GEORGE](https://search.stillhousedata.com/person/727636) | DIRECTOR; SHAREHOLDER-CLASS A AND B | — |
| [CHERRY WILLIAM EARL](https://search.stillhousedata.com/person/727637) | DIRECTOR | — |
| [EVERS CHARLES KEIFER](https://search.stillhousedata.com/person/727638) | DIRECTOR | — |
| [JONES CHARLES EDWARD](https://search.stillhousedata.com/person/727639) | DIRECTOR | — |
| [WILLIAMS ROXANNE HOWIESON](https://search.stillhousedata.com/person/727640) | SHAREHOLDER-CLASS B | — |
| [OGILVIE MORGAN CHRISTINE](https://search.stillhousedata.com/person/727641) | SHAREHOLDER-CLASS B | — |
| [BACON OMAR ERNEST](https://search.stillhousedata.com/person/727642) | DIRECTOR | — |
| [SHEPHERD ROBERT PATRICK](https://search.stillhousedata.com/person/727643) | DIRECTOR | — |
| [SHEFFIELD FRANK BUDD](https://search.stillhousedata.com/person/810976) | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129245/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129245/similar
- Related entities: https://search.stillhousedata.com/firm/129245/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129245

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.