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ISC ADVISORS, INC.
CRD 166586 · SEC 801-77727
3500 OAK LAWN AVE, STE 400, DALLAS, TX, 75219, United States
Phone
214 520 1115
Fax
214 520 3203
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.62B
Discretionary AUM
$631.7M
Team
30 total employees; 25 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1581 | $421.4M |
| High net worth individuals | 199 | $356.4M |
| Pension/profit sharing plans | 79 | $687.3M |
| Charitable organizations | 8 | $84.6M |
| Corporations/business entities | 4 | $8.4M |
States served
AR, CA, CO, GA, IL, IN, KS, LA, MD, MI, MT, NE, NM, OK, PA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD