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ISC ADVISORS, INC.
CRD 166586File 801-77727
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.62B
Top 25% of cohort (national)
Discretionary AUM
$631.7M
Non-discretionary $986.1M
Clients
1,871
1,928 accounts
Employees
30
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 20, 2013
- Principal office
- 3500 OAK LAWN AVE, STE 400, DALLAS, TX, 75219
- Phone
- 214 520 1115
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.62B
- Discretionary AUM
- $631.7M
- Non-discretionary AUM
- $986.1M
- Discretionary accounts
- 400
- Non-discretionary accounts
- 1,528
- Total accounts
- 1,928
- AUM per client
- $865K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $8.4M |
| Charitable organizations | 8 | $84.6M |
| High net worth individuals | 199 | $356.4M |
| Pension and profit sharing plans | 79 | $687.3M |
| Individuals (other than high net worth individuals) | 1,581 | $421.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11- Q11C2
- Q11C4
- Q11C5
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1928 | 1871 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.