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ISC ADVISORS, INC.
CRD 166586File 801-77727
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Oct 1, 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
- Website
- https://www.iscgroup.com/
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,928 | 1,871 | decreased by57 |
| Apr 1, 2026 | Employees | 31 | 30 | decreased by1 |
| Apr 1, 2026 | Clients | 1,989 | 1,928 | decreased by61 |
| Apr 1, 2026 | AUM | $1,539,119,817 | $1,617,801,120 | increased by$78,681,303 |
| Apr 1, 2026 | Accounts | 1,989 | 1,928 | decreased by61 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 36 | 31 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,102 | 1,989 | decreased by113 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,372,386,671 | $1,539,119,817 | increased by$166,733,146 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,102 | 1,989 | decreased by113 |
| Apr 1, 2022 | Employees | 34 | 36 | increased by2 |
| Apr 1, 2022 | Clients | 1,974 | 2,102 | increased by128 |
| Apr 1, 2022 | AUM | $1,188,840,244 | $1,372,386,671 | increased by$183,546,427 |
| Apr 1, 2022 | Accounts | 1,974 | 2,102 | increased by128 |
| 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 ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ISC ADVISORS” 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.