DBA: ISC FINANCIAL ADVISORS
| Total AUM | $1.55B |
| Discretionary | $1.20B77% of AUM |
| Non-Discretionary | $349.6M |
| Client Accounts | 3,687 |
| Avg Account Size | $421K |
| Employees | 17 |
| Peak AUM | $1.55BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +15.0% | +15.7% | +10.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.55B |
| Discretionary | $1.20B |
| Employees | 17 |
| Client Accounts | 3687 |
| Client Range | 251-500 |
Address
200 NORTH BROADWAY AVE.
ALBERT LEA MN 56007
Phone
507-373-8216
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
77.5% of AUM
Non-Discretionary
$350M
22.5% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Custody
Total AUM
$1.6B
| $1.2B |
| +17.7% |
| +17.0% |
| +12.0% |
| Non-Disc. AUM | $350M | +6.5% | +11.4% | +6.1% |
| Total Accounts | 4k | +8.3% | +8.8% | +9.9% |
| Avg Account Size | $420,727.612 | +6.1% | +6.3% | +0.5% |
| Employees | 17 | +13.3% | +4.3% | +4.0% |
| AUM / Employee | $91M | +1.5% | +10.9% | +6.3% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +17.6% | +17.0% | +11.9% | |
| Institutional AUM | $361M | +7.2% | +11.8% | +6.3% | |
Client Count Segments | |||||
| HNW Clients | 955 | 1.3% | +0.1% | +4.8% | |
| Institutional | 56 | 12.5% | +1.2% | +1.5% | |
| Individuals | 307 | +12.5% | +9.9% | +9.3% | |