This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2012
- Office Locations
- 13
Office Locations
About ISC Advisors, Inc.
ISC Group (ISC Advisors, Inc.) is an independent advisory firm serving breakaway financial professionals, retirement plan sponsors (including nonprofits and corporates), individual investors, and financial institutions. The team delivers consultative planning, portfolio construction, and asset management alongside bespoke retirement plan, cash management, and complex trade-execution support. Investment work spans asset allocation using mutual funds/ETFs, fixed income, alternatives, and annuity solutions; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SCOTT ALLEN HAYES
Chief Executive Officer, President
- CRD
- #2375916
- Ownership
- 50% but less than 75%
SHARON ELAINE BERRY
Compliance Officer
- CRD
- #1959136
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
CLIVE EDWARD BLOWERS
Financial Advisor
- CRD
- #2378150
RICHARD JAMES BOWLING
Financial Advisor
- CRD
- #2391561
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $631,698,698 | $1,579,247 |
| Non-Discretionary | $986,102,422 | $645,355 |
| Total | $1,617,801,120 | $839,108 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing