ALBERT LEA, MNCRD 157626Latest ADV February 4, 2026
Isc Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albert Lea, MN. Its latest Form ADV filing, dated February 4, 2026, reports $1.6B in regulatory assets under management, 17 employees, 2 offices, and 3,687 accounts.
Assets Under Management
$1.6B
Employees
17
Offices
2 offices
Total Clients
1,318
Primary office
ALBERT LEA, MN
200 NORTH BROADWAY AVE., ALBERT LEA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
955
2
HNWI
23.3%
307
3
Pension Plans
3.3%
43
4
Charitable
1.0%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of February 4, 2026
Discretionary77.5%
$1.2B
77% of total RAUM77.5%
Non-discretionary22.5%
$350M
23% of total RAUM22.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.6B
Total Accounts3,687
10Y AUM Change+$948M (+157.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee78:1
10Y Employee Change+5 (+41.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.