ISC FINANCIAL ADVISORS

Overview

ISC Financial Advisors is an independent registered investment adviser formed in 2011 and organized as a limited liability company. The firm serves a mix of individual and family clients alongside institutional relationships, and it combines fee-based advisory work with insurance brokerage. Its advisory practice centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily a percentage of assets under management, with hourly charges used for select planning or consulting engagements. Investment activity is centered on publicly managed funds as the core of client portfolios, while third-party alternative managers supplement return and diversification objectives. The firm does not act as a capital allocator running proprietary funds; instead, it allocates client capital to external managers across traditional and alternative strategies. ISC Financial Advisors is not positioned as an ESG-active manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices