I
CRD: 156386
Icom Advisors, LLC
Madisonville, LA
9853733504
$150.2M Total AUM
$150.0M Disc. AUM
-- 3Y CAGR
4 Employees
423 ADV. Clients
15 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
-- Madisonville LA
About Icom Advisors, LLC
Icom Advisors, LLC is a Madisonville-based RIA. The firm has been operating for 15 years. Managing $150.2M in total assets under management, with 4 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Insurance, Portfolio Construction, Tax Planning.
Team overview
-- AVG AGE
$37.5M AVG AUM / ADVISOR
$355.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
North Fusion
Investment Vehicles
Legacy beacon
Services
Legacy Fusion meridian Glacier
Owner & Executives
P
PAUL THURMAN SCOGGINS III
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2276307
- Ownership
- Less than 5%
(971) 600-2245
foundation.element@northcapital.com
in linkedin.com/in/eagle-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,020,725 | $583,738 |
| Non-Discretionary | $160,000 | $13,333 |
| Total | $150,180,725 | $558,293 |
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Separately Managed Accounts
Total SMA Asset: $150,180,725
Public Funds:
34.0% Cash:
12.9% Equity - Exchange:
15.6% Municipal Bonds:
37.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,864,738,960 | 34.0% |
| Cash | $1,086,915,664 | 12.9% |
| Equity - Exchange | $1,314,409,641 | 15.6% |
| Municipal Bonds | $3,159,638,559 | 37.5% |
| Total | $8,425,702,824 | 100.0% |