SourcingSourcing

ISC ADVISORS, INC.

C44
CRD 166586·SEC 801-77727·DALLAS, TX
AUM
$1.62B
$1B+
Est. Revenue
$16.2M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$38.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ISC ADVISORS, INC.
CRD
166586
SEC file #
801-77727
EIN
—
DBA names
—

Economics

AUM
$1.62B
AUM band
$1B+
AUM trajectory
'20'26
$863.3M → $1.62B▲ +87%
Client mix
Individuals Other1,581
Individuals High Net Worth199
Pension Profit Sharing Plans79
Other57
Charitable Organizations8

Operations

Employees (total)
30
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
29 advisors → 25 advisors▼ -14%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/isc-group-inc./mycompany(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ISC GROUP, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ISC GROUP, INC.
HAYES, SCOTT, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:isc.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
110,006
Form 5500 Compensation Trajectory 3y
2025110,006
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
110,006
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
28
Bc Firm Active IA Count
28
Bc Firm IAR Count
28
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (29)

29
HAYES, SCOTT, ALLEN
IAR · Direct Owner · 62.5%
2375916
WEADON, ANDREYA, STARLITE
IAR · Executive Officer · 2.5%
2938792
BLYTHE, TERRY, LYNN
IAR · Executive Officer · 2.5%
1822890
BERRY, SHARON, ELAINE
IAR · Executive Officer · 2.5%
1959136
DONALD WILLIAM STERLING
Executive Officer · 2.5%
1192425
Tyler Kastner
IAR
6691753
GRANT JUNO
IAR
7928306
ROBERT LEE MORRISON
IAR
4270236
DONI LYNN MOOBERRY
IAR
2833542
JOHN KARL KRIEL
IAR
5492133
JACK CORBETT HANKINS
IAR
2701312
DERRILL CHAD BRANTLEY
IAR
4491188
MICKEY EUGENE LEA
IAR
800093
DANIEL THOMAS PROULX
IAR
2769034
Reid Rottino
IAR
7328491
KATHRYN JANE HUNTEMAN
IAR
2320464
BILLY FLOYD SIMS
IAR
1548924
RICHARD JAMES BOWLING
IAR
2391561
STEVEN RAY GARVIN
IAR
2005465
CARLOS JAVIER GARZA
IAR
1800809
Frank Ernest Wilson
IAR
6628128
JEFFREY SCOTT BROADDUS
IAR
6320443
Greg H Poplarski
IAR
1744858
HENRY WILLIAM HENDERSON
IAR
2176397
Mark Robert Henderson
IAR
7922666
GEORGE DAVID LEA
IAR
2014756
BRIAN PAUL HASELDEN
IAR
2729907
CLIVE EDWARD BLOWERS
IAR
2378150
Mark David Keffer
IAR
6324241