{"url":"https://nivawealth.com/firms/isc-advisors-166586","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166586","regulatoryAum":1617801120,"crd":"166586","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1959136","suffix":null,"lastName":"BERRY","firstName":"SHARON","middleName":"ELAINE"},{"crd":"2378150","suffix":null,"lastName":"BLOWERS","firstName":"CLIVE","middleName":"EDWARD"},{"crd":"2391561","suffix":null,"lastName":"BOWLING","firstName":"RICHARD","middleName":"JAMES"},{"crd":"4491188","suffix":null,"lastName":"BRANTLEY","firstName":"DERRILL","middleName":"CHAD"},{"crd":"6394966","suffix":null,"lastName":"Brister","firstName":"Becca","middleName":"Leigh"},{"crd":"6320443","suffix":null,"lastName":"BROADDUS","firstName":"JEFFREY","middleName":"SCOTT"},{"crd":"2005465","suffix":null,"lastName":"GARVIN","firstName":"STEVEN","middleName":"RAY"},{"crd":"1800809","suffix":null,"lastName":"GARZA","firstName":"CARLOS","middleName":"JAVIER"},{"crd":"2701312","suffix":null,"lastName":"HANKINS","firstName":"JACK","middleName":"CORBETT"},{"crd":"2729907","suffix":null,"lastName":"HASELDEN","firstName":"BRIAN","middleName":"PAUL"},{"crd":"2375916","suffix":null,"lastName":"HAYES","firstName":"SCOTT","middleName":"ALLEN"},{"crd":"2176397","suffix":null,"lastName":"HENDERSON","firstName":"HENRY","middleName":"WILLIAM"},{"crd":"7922666","suffix":null,"lastName":"Henderson","firstName":"Mark","middleName":"Robert"},{"crd":"2320464","suffix":null,"lastName":"HUNTEMAN","firstName":"KATHRYN","middleName":"JANE"},{"crd":"7928306","suffix":null,"lastName":"JUNO","firstName":"GRANT","middleName":null},{"crd":"6691753","suffix":null,"lastName":"Kastner","firstName":"Tyler","middleName":null},{"crd":"6324241","suffix":null,"lastName":"Keffer","firstName":"Mark","middleName":"David"},{"crd":"5492133","suffix":null,"lastName":"KRIEL","firstName":"JOHN","middleName":"KARL"},{"crd":"2014756","suffix":null,"lastName":"LEA","firstName":"GEORGE","middleName":"DAVID"},{"crd":"800093","suffix":null,"lastName":"LEA","firstName":"MICKEY","middleName":"EUGENE"},{"crd":"2833542","suffix":null,"lastName":"MOOBERRY","firstName":"DONI","middleName":"LYNN"},{"crd":"4270236","suffix":"III","lastName":"MORRISON","firstName":"ROBERT","middleName":"LEE"},{"crd":"1744858","suffix":null,"lastName":"Poplarski","firstName":"Greg","middleName":"H"},{"crd":"2769034","suffix":null,"lastName":"PROULX","firstName":"DANIEL","middleName":"THOMAS"},{"crd":"7328491","suffix":null,"lastName":"Rottino","firstName":"Reid","middleName":null},{"crd":"1548924","suffix":"JR","lastName":"SIMS","firstName":"BILLY","middleName":"FLOYD"},{"crd":"2938792","suffix":null,"lastName":"WEADON","firstName":"ANDREYA","middleName":"STARLITE"},{"crd":"6628128","suffix":null,"lastName":"Wilson","firstName":"Frank","middleName":"Ernest"}],"total":28,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":1188840244,"clients":1974,"employees":34,"offices":12},{"filedOn":"2022-03-31","regulatoryAum":1372386671,"clients":2102,"employees":36,"offices":12},{"filedOn":"2023-07-06","regulatoryAum":1127586220,"clients":2026,"employees":34,"offices":12},{"filedOn":"2024-03-27","regulatoryAum":1284165122,"clients":2002,"employees":33,"offices":12},{"filedOn":"2025-07-30","regulatoryAum":1539119817,"clients":1989,"employees":31,"offices":26},{"filedOn":"2026-07-09","regulatoryAum":1617801120,"clients":1928,"employees":30,"offices":26}],"acquisitions":[{"date":"2013-12-31","datePrecision":"day","name":"Institutional 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Also a member of Isc Investment Management, LLC in the 50% to 75% band and a control person, since December 2012."},{"label":"Derrill Brantley","detail":"Indirect owner: a member of Isc Investment Management, LLC in the 25% to 50% band, since December 2012.","parent":"Isc Investment Management, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":25,"privateResidences":19},"listedOfficeAddresses":7,"foreignOffices":[],"officesByState":[{"state":"Kansas","offices":1,"addresses":[{"street":"901 Kentucky","city":"Lawrence"}]},{"state":"Texas","offices":6,"addresses":[{"street":"3500 Oak Lawn Ave, Ste 400","city":"Dallas","headquarters":true},{"street":"900 8th Street","city":"Wichita Falls"},{"street":"1720 Woodbridge DR","city":"McKinney"},{"street":"750 William D. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does ISC Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does ISC Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ISC Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ISC Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ISC Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ISC Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact ISC Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}