ISC Advisors, Inc.

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$632M

39% of AUM

Avg account

$839K

Accounts

1,928

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 166586
Registered since: March 20, 2013
Website: www.iscgroup.com
Custodians: RBC CAPITAL MARKETS, LLC, ONEAMERICA SECURITIES, INC., EMPOWER RETIREMENT, LLC, CHARLES SCHWAB & CO., INC., IPX RETIREMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans42.49%
Individuals26.05%
HNWI22.03%
Charitable Organizations5.23%
Other3.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ISC Advisors, Inc. is a corporation that has been registered with the SEC since 2013 and serves both individual/family and institutional clients. FINTRX characterizes ownership as a mix of a domestic entity and an individual. The firm provides a mix of fee arrangements—including percentage-of-AUM billing, hourly charges, and fixed fees—and offers a range of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, publication of periodicals/newsletters, and educational seminars or workshops. FINTRX does not flag ISC Advisors as an active ESG investor. Industry affiliations reported to FINTRX include relationships with broker-dealers and insurance companies, and the firm is associated with pension consulting activity. The dataset does not identify a family office line of business.