# ISC Advisors, Inc.

> ISC Advisors, Inc. is an SEC-registered investment advisory firm in Dallas, TX, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 166586
- Filed as: ISC ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166586
- AdvisorCensus page: https://advisorcensus.com/firm/isc-advisors-inc-dallas-tx-166586

## Quick answers

**How is ISC Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), ISC Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is ISC Advisors, Inc. located?**
ISC Advisors, Inc.'s principal office is in Dallas, TX, according to its Form ADV; the August 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is ISC Advisors, Inc. registered with the SEC or a state?**
ISC Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166586.

**How much does ISC Advisors, Inc. manage?**
ISC Advisors, Inc. reports $1,617,801,120 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (39% discretionary).

**How have ISC Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for ISC Advisors, Inc.: Regulatory assets under management: $1,188,840,244 in the October 2021 data and $1,617,801,120 in the October 2026 data, up 36%. Total employees: 34 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does ISC Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,581); high net worth individuals (199); pension and profit sharing plans (but not the plan participants or government pension plans) (79).

**Which custodians does ISC Advisors, Inc. use?**
ISC Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Empower Retirement, LLC, IPX Retirement, Oneamerica Securities, Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does ISC Advisors, Inc. report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166586

**What changed in ISC Advisors, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Retirement, LLC
- IPX Retirement
- Oneamerica Securities, Inc.
- RBC Capital Markets, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,617,801,120
- Discretionary: $631,698,698
- Non-discretionary: $986,102,422

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,581 | $421,447,511 |
| High net worth individuals | 199 | $356,363,346 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 79 | $687,335,340 |
| Charitable organizations | 8 | $84,636,855 |
| Corporations or other businesses not listed above | 4 | $8,352,829 |
| Other | 57 | $59,665,239 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 30 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, CO, FL, GA, IL, IN, KS, LA, MD, MI, MT, NE, NM, OK, PA, TN, TX
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166586

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Bryan, TX
- Buda, TX
- College Station, TX
- Lawrence, KS
- McKinney, TX
- Wichita Falls, TX

### Websites listed on Form ADV (Item 1.I)
- iscgroup.com
- Facebook @ISCGroupInc
- LinkedIn @isc-group-inc.
- X @iscgroupinc
- YouTube @ISCincStudios

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,188,840,244 | 34 | September 17, 2021 |
| October 2022 | $1,372,386,671 | 36 | March 31, 2022 |
| October 2023 | $1,127,586,220 | 34 | August 30, 2023 |
| October 2024 | $1,284,165,122 | 33 | March 27, 2024 |
| October 2025 | $1,539,119,817 | 31 | July 30, 2025 |
| October 2026 | $1,617,801,120 | 30 | July 9, 2026 |

Regulatory assets under management: $1,188,840,244 in the October 2021 data and $1,617,801,120 in the October 2026 data, up 36%.
Total employees: 34 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 26 to 25.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in MO, NC.

### December 2025
- Registered or notice-filed in MT, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ISC Advisors, Inc. (CRD 166586): Form ADV filing data as of October 2026.