|
⚲
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| ISC Advisors Inc
✚
|
|
|---|---|
| CRD # | 166586 |
| SEC # | 801-77727 |
| CIK # | |
| AUM | $1.6 B (2026-03-24) |
| Employees | 31 (84% Investors, 100% Brokers) |
| Phone | 214-520-1115 |
| Address | 3500 Oak Lawn Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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) |
|---|---|---|
|
Strategic Wealth Partners Ltd
✚
|
OH | 1.6 |
|
Scarborough Advisors LLC
✚
|
MD | 1.6 |
|
Buck Wealth Strategies LLC
✚
|
CO | 1.6 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.6 |
|
Sierra Capital LLC
✚
|
FL | 1.6 |
|
Momentum Independent Network Inc
✚
|
TX | 1.6 |
|
CGN Advisors LLC
✚
|
KS | 1.6 |
|
Beam Wealth Advisors Inc
✚
|
LA | 1.6 |
|
Means Investment Co Inc
✚
|
ME | 1.6 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 1.6 |