ISC ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.62B |
| Discretionary | $631.7M39% of AUM |
| Non-Discretionary | $986.1M |
| Client Accounts | 1,928 |
| Avg Account Size | $839K |
| Employees | 30 |
| Peak AUM | $1.62BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +5.1% | +12.8% | +6.4% | |
| Discretionary AUM | $632M | ||||
Key Metrics
| Total AUM | $1.62B |
| Discretionary | $631.7M |
| Employees | 30 |
| Client Accounts | 1928 |
| Client Range | 0 |
Contact & Location
Address
3500 OAK LAWN AVE
DALLAS TX 75219
Phone
214 520 1115
Filing History
47 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$632M
39.0% of AUM
Non-Discretionary
$986M
61.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerPension Consultant