ISTO ADVISORS, LLC

CRD 284560File 801-108409

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.06B

Above cohort median (national)

Discretionary AUM

$999.3M

Non-discretionary $65.2M

Clients

404

2,533 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.