{
  "crd_number": 317376,
  "slug": "isf-advisory-llc-round-rock-tx-317376",
  "primary_business_name": "ISF ADVISORY, LLC",
  "legal_name": "ISF ADVISORY, LLC",
  "dbas": [],
  "city": "Round Rock",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-02-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-02-18",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://isfadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317376",
  "city_as_filed": "ROUND ROCK",
  "url": "https://advisorcensus.com/firm/isf-advisory-llc-round-rock-tx-317376",
  "display_name": "ISF Advisory, LLC",
  "summary": "ISF Advisory, LLC is a state-registered investment advisory firm in Round Rock, TX, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated February 18, 2026.",
  "citation": "AdvisorCensus. ISF Advisory, LLC (CRD 317376): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is ISF Advisory, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ISF Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is ISF Advisory, LLC located?",
      "a": "ISF Advisory, LLC's principal office is in Round Rock, TX, according to its Form ADV."
    },
    {
      "q": "Is ISF Advisory, LLC registered with the SEC or a state?",
      "a": "ISF Advisory, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317376."
    },
    {
      "q": "Does ISF Advisory, 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317376"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/isf-advisory-llc-round-rock-tx-317376.md",
  "clients": [],
  "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/317376",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}