AdvisorCensus / Financial advisors / Wisconsin / Appleton / Isectors, LLC
Isectors, LLC is an SEC-registered investment advisory firm in Appleton, WI, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Isectors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Isectors, LLC reports these compensation arrangements: other.
What does Isectors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.15% to 0.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Isectors, LLC located?
Isectors, LLC's principal office is in Appleton, WI, according to its Form ADV.
Is Isectors, LLC registered with the SEC or a state?
Isectors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147589.
How have Isectors, LLC's assets and staff changed since 2021?
In the Form ADV data for Isectors, LLC: Regulatory assets under management: $27,183,526 in the October 2021 data and $22,165,985 in the October 2022 data, down 18%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Isectors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147589
What changed in Isectors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Registered or notice-filed in AZ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.15% to 0.5% a year (a range, as the brochure states it)
The brochure's wording
License fee percentages range from 0. 15% to 0.50% (15 to 50 basis points) of assets. These license fees may be negotiable.
iSectors® model management fees for 401(k) and other retirement plans are similar in scope and structure as the license fees described above, in that they range from 0. 15% to 0. 50% (15-50 basis points) of assets .
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2008 (17 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 3 | March 26, 2026 |
| October 2025 | Not reported | 4 | March 18, 2025 |
| October 2024 | Not reported | 4 | March 22, 2024 |
| October 2023 | Not reported | 4 | August 7, 2023 |
| October 2022 | $22,165,985 | 3 | March 23, 2022 |
| October 2021 | $27,183,526 | 4 | September 1, 2021 |
Regulatory assets under management: $27,183,526 in the October 2021 data and $22,165,985 in the October 2022 data, down 18%.
Total employees: 4 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 3.
- Registered or notice-filed in AZ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Isectors, LLC (CRD 147589): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/isectors-llc-appleton-wi-147589