Asset manager · Dallas, TX
ISC Advisors, Inc.
SEC-registered investment adviser · CRD 166586 · SEC 801-77727
At a glance
ISC Advisors, Inc. is an SEC-registered investment adviser based in Dallas, Texas, with $1.6 billion in regulatory assets under management as of its Form ADV filed July 9, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 1,780 individual clients. By Form ADV it is a asset manager, ranked 1,136th of 3,218 asset managers and 4,086th of 17,210 SEC-registered advisers by assets.
Main office 214-520-1115iscgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among asset managers
- #1,136 of 3,218
- Rank among all SEC RIAs
- #4,086 of 17,210
- Rank in Texas
- #227 of 1,081
- Individual clients
- 1,780
- High-net-worth clients
- 199
- Accounts
- 1,928
- Discretionary
- 39% of AUM
- Employees
- 30
- Advisory staff
- 25
- Offices
- 26
Owners and executives on its Form ADV
- Scott A. HayesPresident & CEO
- Donald W. SterlingFinancial Operations Principal
- Sharon E. BerryCompliance Officer
- Andreya S. WeadonCompliance Officer
- Marcus C. McCainChief Compliance Officer
Custody and brokerage
5 custodians
- RBC$347M27%
- Oneamerica Securities$317M25%
- Empower Retirement$235M19%
- Charles Schwab$203M16%
- IPX Retirement$163M13%
Broker-dealer
Hybrid RIA
ISC Advisors, Inc. is a hybrid RIA: 30 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Institutional Securities Corporation.
- Institutional Securities Corporation ↗CRD 20291
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Institutional Securities as the broker-dealer its advisers are registered with.
ISCA's IARs are also registered representatives of our affiliated broker-dealer, Institutional Securities Corporation ("ISC" or "Institutional Securities Corporation").
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 79 | $687M | 42% |
| Individuals | 1,581 | $421M | 26% |
| High-net-worth individuals | 199 | $356M | 22% |
| Charitable organizations | 8 | $85M | 5% |
| Other | 57 | $60M | 4% |
| Corporations or other businesses | 4 | $8M | <1% |
Disciplinary disclosures
ISC Advisors, Inc. answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗iscgroup.com ↗
AtlasMembers
The full record on ISC Advisors, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 937 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does ISC Advisors, Inc. manage?
ISC Advisors, Inc. reports $1.6 billion in regulatory assets under management across 1,928 accounts, 39% of it on a discretionary basis, on its Form ADV filed July 9, 2026.
What kind of firm is ISC Advisors, Inc.?
ISC Advisors, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are ISC Advisors, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($687 million, 79 clients); individuals ($421 million, 1,581 clients); high-net-worth individuals ($356 million, 199 clients).
Does ISC Advisors, Inc. have any disciplinary history?
ISC Advisors, Inc. answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is ISC Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →