Icom Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156386
- Registered since
- July 25, 2025
- Website
- icomadvisorygroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI92.49%
- Individuals7.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Icom Advisors, LLC is a limited liability registered investment adviser that manages concentrated discretionary mandates for individual and family clients while also providing portfolio management for small businesses and institutional relationships. The firm is SEC-registered in 2025 and reports a client base made up primarily of individuals and families. Its fee arrangements include percentage-of-AUM fees, fixed fees and other bespoke fee structures. Investment activity is weighted toward public pooled vehicles — the firm reports a sizable allocation to public funds and mutual funds — while maintaining selective exposure to private-market strategies. Icom Advisors serves as sponsor, general partner and managing member of pooled investment vehicles, which suggests it has the infrastructure to originate or co-sponsor alternative fund structures in addition to allocating to third-party private equity managers. Icom is not identified as an active ESG investor. Portfolio construction emphasizes discretionary management: nearly the entire asset base is managed on a discretionary mandate, enabling the firm to implement centrally determined asset allocation and manager selection across client relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Cash & Cash Equivalents29%
- Exchange Traded Equities6%
- State & Local Bonds4%
Owners & executives
1 of 1
Paul Scoggins
President And CEOCRD 2276307
Contacts
3 of 3
Bradley Bondurant
OwnerCRD 4885761

Marc Maddox
Financial PlannerCRD 6009090
Erin Willcutt
Investment AdvisorCRD 6831010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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