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ISC FINANCIAL ADVISORS
Legal name: MURRAY FINANCIAL GROUP, LLC
CRD 157626File 801-72585
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.55B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $349.6M
Clients
1,318
3,687 accounts
Employees
17
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 12, 2011
- Principal office
- 200 NORTH BROADWAY AVE., ALBERT LEA, MN, 56007
- Phone
- 507-373-8216
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.55B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $349.6M
- Discretionary accounts
- 3,644
- Non-discretionary accounts
- 43
- Total accounts
- 3,687
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 13 | $11.8M |
| High net worth individuals | 307 | $917.7M |
| Pension and profit sharing plans | 43 | $349.6M |
| Individuals (other than high net worth individuals) | 955 | $272.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 15 | 17 | increased by2 |
| Mar 1, 2026 | Clients | 1,305 | 1,318 | increased by13 |
| Mar 1, 2026 | AUM | $1,349,084,643 | $1,551,222,706 | increased by$202,138,063 |
| Mar 1, 2026 | Accounts | 3,403 | 3,687 | increased by284 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 15 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,147 | 1,305 | increased by158 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,148,281,734 | $1,349,084,643 | increased by$200,802,909 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,607 | 3,403 | increased by796 |
| Feb 1, 2022 | Clients | 1,003 | 1,147 | increased by144 |
| Feb 1, 2022 | AUM | $943,324,664 | $1,148,281,734 | increased by$204,957,070 |
| Feb 1, 2022 | Accounts | 2,300 | 2,607 | increased by307 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ISC FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ISC FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.