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| Happy Holidays!! thanks for using AUM13F!! |
| ISC Advisors Inc
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| CRD # | 166586 |
| SEC # | 801-77727 |
| CIK # | |
| AUM | $1.5 B (2025-07-30) |
| Employees | 31 (84% Investors, 100% Brokers) |
| Phone | 214-520-1115 |
| Address | 3500 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,397 | 338.2 |
| (b) Individuals (high net worth individuals) | 456 | 392.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 65 | 638.2 |
| (h) Charitable organizations | 9 | 105.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 8.1 |
| (n) Other | 57 | 56.6 |
| Total | 1,989 | 1,539.1 |
| By Discretionary | ||
| Discretionary | 398 | 596.0 |
| Non-Discretionary | 1,591 | 943.1 |
| Total | 1,989 | 1,539.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,536.2 | |
| Total | 1,989 | 1,539.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beese Fulmer Investment Management Inc
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|
OH | 1.6 |
|
Quest Investment Management LLC
✚
|
OR | 1.6 |
|
Raymond James USA Ltd
✚
|
1.5 | |
|
Flexible Plan Investments Ltd
✚
|
MI | 1.5 |
|
Clarity Financial LLC
✚
|
TX | 1.5 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Weatherly Asset Management LP
✚
|
CA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
M Financial Asset Management Inc
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|
OR | 1.5 |
|
SHP Wealth Management LLC
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|
MA | 1.5 |