# Is Capital Management

> Is Capital Management is a state-registered investment advisory firm in Garland, TX, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 306787
- Filed as: IS CAPITAL MANAGEMENT
- Legal name: Is Capital Management, Limited Liability Company
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Garland, TX
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306787
- AdvisorCensus page: https://advisorcensus.com/firm/is-capital-management-garland-tx-306787

## Quick answers

**How is Is Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Is Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Is Capital Management located?**
Is Capital Management's principal office is in Garland, TX, according to its Form ADV.

**Is Is Capital Management registered with the SEC or a state?**
Is Capital Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306787.

**How much does Is Capital Management manage?**
Is Capital Management reports $2,988,099 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Is Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Is Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306787

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,988,099
- Discretionary: $2,988,099
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,988,099 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Is Capital Management (CRD 306787): Form ADV filing data as of October 2026.