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ISC Financial Advisors

ISC Financial Advisors. CRD 157626

I

CRD: 157626

ISC Financial Advisors

Albert LEA, MN, 56007
5073738216
www.iscfinancialadvisors.com
$1.6B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
17 Employees
1,320 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
FoundationMatrix delta
Established Date
07-12-2011
Office Locations
2

Office Locations

200 North Broadway Ave. Albert LEA MN
7760 France Avenue South Edina MN

About ISC Financial Advisors

ISC Financial Advisors is an independent Minnesota-based advisory firm providing comprehensive wealth management, investment management, and retirement planning. The firm builds customized, flexible strategies with unbiased recommendations for clients ranging from young professionals and growing families to retirees. Custody relationships include Charles Schwab, supporting scalable portfolio implementation.

Team overview

55 AVG AGE
$155.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.9 yrs AVG TENURE
17 Employees
10 Advisory Reps
10 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Vector Foundation vector Beacon ember

Client Personas

Peak Frontier

Custodian

Timber vital Frontier wave Pathway vector Alpha

Investment Themes

Crest alpha Unison Vector beacon Quantum Insight pioneer

Investment Vehicles

Pioneer Horizon vital

Platform

Horizon

Services

Frontier beacon Momentum catalyst Signal Prime value Insight momentum Matrix Matrix focus Focus Unison harbor

Technology

Vertex Insight

Owner & Executives

R

RICHARD JOHN MURRAY II

Chief Compliance Officer, Managing Member

CRD
#1107727
Ownership
50% but less than 75%
(642) 743-5115
fusion.quantum@catalystcapital.com
in linkedin.com/in/eagle-ridge
L

LAWRENCE THOMAS GARTNER III

Wealth Manager

CRD
#4032969
Ownership
10% but less than 25%
(571) 263-7509
beacon.glacier@timbercapital.com
in linkedin.com/in/focus-vector
V

Vertex foundation

Alpha delta frontier

CRD
#61491
Ownership
1.2%
(311) 352-8220
ridge.timber@frontiercapital.com
in linkedin.com/in/frontier-momentum

Showing 2 of 4 owners & executives

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Contacts

CHARLES ALLAN ACHTERKIRCH

CHARLES ALLAN ACHTERKIRCH

--

CRD
#6253732
(360) 845-2064
timber.harbor@optimacapital.com
in linkedin.com/in/optima-alpha
Matthew H Bennis

Matthew H Bennis

--

CRD
#6584574
(499) 362-5570
timber.vertex@zenithcapital.com
in linkedin.com/in/prime-focus
M

Matrix foundation

Horizon horizon frontier

CRD
#51210
(451) 205-6647
north.oak@quantumcapital.com
in linkedin.com/in/eagle-wave

Showing 2 of 13 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-20-2022
11-13-2023
11-08-2024
11-17-2025
02-04-2026
Category Assets AVG. Account size
Discretionary $1,201,632,192 $329,756
Non-Discretionary $349,590,514 $8,130,012
Total $1,551,222,706 $420,728

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Separately Managed Accounts

Total SMA Asset: $1,551,222,706

$1.6B Total SMA
Public Funds:
12.3%
Equity - Exchange:
9.8%
Municipal Bonds:
25.6%
Cash:
29.0%
Corporate - Investment Grade:
23.3%
Asset class Assets Assets %
Public Funds $730,803,272 12.3%
Equity - Exchange $582,266,022 9.8%
Municipal Bonds $1,521,021,444 25.6%
Cash $1,723,032,105 29.0%
Corporate - Investment Grade $1,384,367,173 23.3%
Total $5,941,490,016 100.0%

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