ISC Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.
ISC Advisors reports 1,928 clients. They include 1,581 individual clients, 199 high-net-worth individuals, and 79 pension and profit-sharing plans. Of its assets, 39.0% ($632M across 400 accounts) are managed with discretion; $986M across 1,528 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 26% |
| High-net-worth individuals | 10% | 22% |
| Pension and profit-sharing plans | 4% | 42% |
| Charitable organizations | <1% | 5% |
| Corporations and other businesses | <1% | <1% |
| Other client typesOther | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,581 | $421M | 26.1% | $267K |
| High-net-worth individuals | 199 | $356M | 22.0% | $1.79M |
| Pension and profit-sharing plans | 79 | $687M | 42.5% | $8.7M |
| Charitable organizations | 8 | $84.6M | 5.2% | $10.6M |
| Corporations and other businesses | 4 | $8.35M | 0.5% | $2.09M |
| Other | 57 | $59.7M | 3.7% | $1.05M |
| Total | 1,928 | $1.62B | 100% | $839K |
- Clients
- 1,581
- Regulatory AUM
- $421M
- AUM share
- 26.1%
- Avg. per client
- $267K
- Clients
- 199
- Regulatory AUM
- $356M
- AUM share
- 22.0%
- Avg. per client
- $1.79M
- Clients
- 79
- Regulatory AUM
- $687M
- AUM share
- 42.5%
- Avg. per client
- $8.7M
- Clients
- 8
- Regulatory AUM
- $84.6M
- AUM share
- 5.2%
- Avg. per client
- $10.6M
- Clients
- 4
- Regulatory AUM
- $8.35M
- AUM share
- 0.5%
- Avg. per client
- $2.09M
- Clients
- 57
- Regulatory AUM
- $59.7M
- AUM share
- 3.7%
- Avg. per client
- $1.05M
Total
- Clients
- 1,928
- Regulatory AUM
- $1.62B
- AUM share
- 100%
- Avg. per client
- $839K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
ISC Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Isc Group, Inc. owns 75% or more of ISC Advisors. The leadership team of ISC Advisors includes President Scott Hayes and Chief Compliance Officer Marcus McCain. It has 30 employees, 25 of them in advisory roles.
Staff
- 30 employees
- 25 in advisory functions
- 30 state-registered reps
- 30 broker-dealer reps
- 23 insurance agents
- Owns 75% or more of Isc Advisors, Inc.
Isc Group, Inc.
Control person · since December 2012
- Owns 50% to 75% of Isc Advisors, Inc.
Scott Hayes
Control person · since December 2012
- Owns 25% to 50% of Isc Advisors, Inc.
Derrill Brantley
since December 2012
ISC Advisors’ regulatory assets grew from $1.19B (March 2021) to $1.62B (July 2026); clients were 1,928 in both filings and employees fell from 34 to 30. In 2013, Institutional Securities joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $1.62B | 1,928 | 30 | 26 |
| Jul 2025July 2025 | $1.54B | 1,989 | 31 | 26 |
| Mar 2024March 2024 | $1.28B | 2,002 | 33 | 12 |
| Jul 2023July 2023 | $1.13B | 2,026 | 34 | 12 |
| Mar 2022March 2022 | $1.37B | 2,102 | 36 | 12 |
| Mar 2021March 2021 | $1.19B | 1,974 | 34 | 12 |
Firms that joined
20131 joined
- Institutional SecuritiesNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, ISC Advisors has 25 offices (19 private residences, listed without an address), with 7 listed addresses across 2 states.
Texas · 6 listed addresses
- 3500 Oak Lawn Ave, Ste 400, DallasHQ
- 900 8th Street, Wichita Falls
- 1720 Woodbridge DR, McKinney
- 750 William D. Fitch Pkwy, College Station
- 589 North FM 1626, Buda
- 4444 Carter Creek Pkwy, Bryan
Kansas · 1 listed address
- 901 Kentucky, Lawrence
Contact and registration details
- Legal name
- Isc Advisors, Inc.
- Headquarters
- 3500 Oak Lawn Ave, Ste 400, Dallas, TX 75219
- Website
- iscgroup.com
- Phone
- 214-520-1115
- SEC file
- 801-77727
- Structure
- Texas corporation
- Fiscal year end
- December
ISC Advisors’ named custodians for separately managed accounts include RBC Capital Markets ($347M, 27%), Oneamerica Securities ($317M, 25%) and Empower ($235M, 19%). ISC Advisors does not have custody of client assets.
- Ipx RetirementIpx Retirement · Centennial, CO · $163M13%
- RBC Capital MarketsRBC Capital Markets, LLC · Dallas, TX · $347M27%
- Oneamerica SecuritiesOneamerica Securities, Inc. · Indianapolis, IN · $317M25%
- EmpowerEmpower · Greenwood Village, CO · $235M19%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $203M16%
At year end, ISC Advisors’ separately managed accounts were mostly in funds (87%).
What the accounts hold
- Stocks4%
- Funds87%
- Bonds3%
- Cash6%
How many clients does ISC Advisors have?
ISC Advisors has 1,928 clients and manages $1.62 billion for them, as of July 2026. They include 1,581 individual clients, 199 high-net-worth individuals, and 79 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 July 2026
What services does ISC Advisors offer?
ISC Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does ISC Advisors use?
ISC Advisors’ separately managed account assets are held at RBC Capital Markets, LLC (Dallas, TX), with $347M, Oneamerica Securities, Inc. (Indianapolis, IN), with $317M, Empower (Greenwood Village, CO), with $235M, Charles Schwab & Co., Inc. (Westlake, TX), with $203M and Ipx Retirement (Centennial, CO), with $163M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026
How many financial advisors does ISC Advisors have?
ISC Advisors has 30 investment adviser representatives registered with state securities authorities, out of 30 employees, and 25 perform investment advisory functions. 30 employees are registered representatives of a broker-dealer and 23 employees are 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 ISC Advisors invest in?
At the end of its last fiscal year, ISC Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 4% exchange-traded equities and 3% 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 ISC Advisors?
ISC Advisors’ direct owners are Isc Group, Inc. (75% or more), Scott Hayes (50% to 75%) and Derrill Brantley (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 July 2026
How does ISC Advisors get paid?
ISC Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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 ISC Advisors?
ISC Advisors’ main office is at 3500 Oak Lawn Ave, Ste 400, Dallas, TX 75219. Its phone number is 214-520-1115. Its website is iscgroup.com.