# 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.

- CRD: 147589
- Filed as: ISECTORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Appleton, WI
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147589
- AdvisorCensus page: https://advisorcensus.com/firm/isectors-llc-appleton-wi-147589

## Quick answers

**How is Isectors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Isectors, LLC reports these compensation arrangements: other.

**How much does Isectors, LLC charge?**
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

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.15% to 0.5% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| 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)
- Other

### Firm details
- Registered since: 2008 (17 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- isectors.com
- Facebook @ISECTORS
- LinkedIn @ISECTORS
- X @isectors
- X @isectorspostmpt
- YouTube @iSectorseft

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $27,183,526 | 4 | September 1, 2021 |
| October 2022 | $22,165,985 | 3 | March 23, 2022 |
| October 2023 | Not reported | 4 | August 7, 2023 |
| October 2024 | Not reported | 4 | March 22, 2024 |
| October 2025 | Not reported | 4 | March 18, 2025 |
| October 2026 | Not reported | 3 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Isectors, LLC (CRD 147589): Form ADV filing data as of October 2026.