← Tributary

ISC ADVISORS, INC.

DALLAS, TX · CRD 166586 · IAPD ↗ · 214 520 1115

$1.62BRegulatory AUM
25Advisory reps
30Employees
1Clients
0Planning clients
0Private funds
18States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — ISC ADVISORS, INC. notice-filed in MT, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2025 — ISC ADVISORS, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ISC ADVISORS, INC. added office(s): 11 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — ISC ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.