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ISTO ADVISORS, LLC
CRD 284560File 801-108409
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.06B
Above cohort median (national)
Discretionary AUM
$999.3M
Non-discretionary $65.2M
Clients
404
2,533 accounts
Employees
27
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 30, 2016
- Principal office
- 2150 BUTTERFIELD DRIVE, SUITE 220, TROY, MI, 48084
- Phone
- 248-458-1100
- Website
- HTTP://WWW.ISTOADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.06B
- Discretionary AUM
- $999.3M
- Non-discretionary AUM
- $65.2M
- Discretionary accounts
- 2,349
- Non-discretionary accounts
- 184
- Total accounts
- 2,533
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.2M |
| Charitable organizations | 41 | $13.1M |
| High net worth individuals | 244 | $977.0M |
| Pension and profit sharing plans | 5 | $14.9M |
| Individuals (other than high net worth individuals) | 114 | $50.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 27 | increased by4 |
| Apr 1, 2026 | Clients | 382 | 404 | increased by22 |
| Apr 1, 2026 | AUM | $871,638,436 | $1,064,509,671 | increased by$192,871,235 |
| Apr 1, 2026 | Accounts | 2,548 | 2,533 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 23 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 300 | 382 | increased by82 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $674,445,985 | $871,638,436 | increased by$197,192,451 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,061 | 2,548 | increased by487 |
| Mar 1, 2022 | Clients | 278 | 300 | increased by22 |
| Mar 1, 2022 | AUM | $540,497,113 | $674,445,985 | increased by$133,948,872 |
| Mar 1, 2022 | Accounts | 1,872 | 2,061 | increased by189 |
| 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 “ISTO ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ISTO 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.