Icom Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Icom Advisors reports 423 clients. They include 342 individual clients and 81 high-net-worth individuals. Of its assets, 99.9% ($150M across 257 accounts) are managed with discretion; $160K across 12 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 8% |
| High-net-worth individuals | 19% | 92% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 342 | $11.3M | 7.5% | $33K |
| High-net-worth individuals | 81 | $139M | 92.5% | $1.71M |
| Total | 423 | $150M | 100% | $355K |
- Clients
- 342
- Regulatory AUM
- $11.3M
- AUM share
- 7.5%
- Avg. per client
- $33K
- Clients
- 81
- Regulatory AUM
- $139M
- AUM share
- 92.5%
- Avg. per client
- $1.71M
Total
- Clients
- 423
- Regulatory AUM
- $150M
- AUM share
- 100%
- Avg. per client
- $355K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Icom Advisors charges 0.60%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$5M | 1.00% |
| $5M–$10M | 0.75% |
| $10M and above | 0.60% |
Fee details and sources
Icom Capital Group, LLC owns 75% or more of Icom Advisors and is in turn owned by Paul Scoggins (50–75%) and Shelly Scoggins (50–75%). The leadership team of Icom Advisors includes Chief Compliance Officer Paul Scoggins. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Icom Advisors, LLC
Icom Capital Group, LLC
Control person · since September 2010
- Owns 50% to 75% of Icom Capital Group, LLC
Paul Scoggins
Control person · since September 2010
- Owns 50% to 75% of Icom Capital Group, LLC
Shelly Scoggins
Control person · since September 2010
Icom Advisors’ regulatory assets grew from $123M (June 2025) to $150M (March 2026); clients rose from 390 to 423 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $150M | 423 | 4 | 3 |
| Jun 2025June 2025 | $123M | 390 | 4 | 3 |
Besides its headquarters, Icom Advisors has 2 offices, with 3 listed addresses in 1 state.
Mississippi · 2 listed addresses
- 34 Millbranch Road, Hattiesburg
- 501 Krebs Ave Ste C, Pascagoula
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Icom Advisors, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 985-373-3504
- SEC file
- 801-134007
- Structure
- Louisiana LLC
- Fiscal year end
- December
Icom Advisors’ named custodian for separately managed accounts is Charles Schwab ($5.2M). Icom Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $5.2M100%
At year end, Icom Advisors’ separately managed accounts were mostly in funds (61%) and cash (29%).
What the accounts hold
- Stocks6%
- Funds61%
- Bonds4%
- Cash29%
How many clients does Icom Advisors have?
Icom Advisors has 423 clients and manages $150 million for them, as of March 2026. They include 342 individual clients and 81 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Icom Advisors offer?
Icom Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Icom Advisors charge?
Icom Advisors charges 0.60%–1.50% a year for its Portfolio Management Services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ICOM ADVISORS, LLC - DISCLOSURE BROCHURE, filed 31 March 2026
Which custodians does Icom Advisors use?
Icom Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $5.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Icom Advisors have?
Icom Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Icom Advisors invest in?
At the end of its last fiscal year, Icom Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 29% cash and equivalents, 6% exchange-traded equities and 4% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Icom Advisors?
Icom Advisors is owned through a holding company by Paul and Shelly Scoggins. Its direct owner is Icom Capital Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Icom Advisors get paid?
Icom Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Icom Advisors?
Its phone number is 985-373-3504.