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 corporate SEC-registered advisory firm that provides comprehensive planning and portfolio management to individual and family clients as well as institutional accounts. The firm’s advisory services include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and workshops. Fee arrangements are flexible and include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Investment activity centers on liquid, public-facing vehicles—primarily mutual funds and other pooled public funds—used to construct client portfolios. ISC Advisors does not identify itself as an active ESG investor. The firm operates alongside broker-dealer and insurance-company relationships, and it provides pension consulting services, which together point to an advisory model that blends asset management with insurance and retirement solutions.