{
  "crd_number": 147589,
  "slug": "isectors-llc-appleton-wi-147589",
  "primary_business_name": "ISECTORS, LLC",
  "legal_name": "ISECTORS, LLC",
  "dbas": [],
  "city": "Appleton",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "11540",
  "metro": {
    "cbsa_code": "11540",
    "common_name": "Appleton",
    "msa_name": "Appleton, WI",
    "path": "/advisors/wi/appleton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-10-03",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/ISECTORS",
    "https://isectors.com",
    "https://linkedin.com/COMPANY/ISECTORS",
    "https://twitter.com/isectors",
    "https://twitter.com/isectorspostmpt",
    "https://youtube.com/@iSectorseft"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147589",
  "city_as_filed": "APPLETON",
  "url": "https://advisorcensus.com/firm/isectors-llc-appleton-wi-147589",
  "display_name": "Isectors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Isectors, LLC (CRD 147589): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Isectors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Isectors, LLC reports these compensation arrangements: other."
    },
    {
      "q": "What does Isectors, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Isectors, LLC located?",
      "a": "Isectors, LLC's principal office is in Appleton, WI, according to its Form ADV."
    },
    {
      "q": "Is Isectors, LLC registered with the SEC or a state?",
      "a": "Isectors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147589."
    },
    {
      "q": "How have Isectors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "Does Isectors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Isectors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 27183526.0,
      "total_employees": 4,
      "filing_date": "2021-09-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22165985.0,
      "total_employees": 3,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2023-08-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 4,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Registered or notice-filed in AZ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.15% to 0.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.15% to 0.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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 ."
        ]
      }
    ],
    "quotes": [
      "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 ."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/isectors-llc-appleton-wi-147589.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147589",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}