ICOM Advisors, LLC logo

ICOM Advisors, LLC

Updated today

Client assets under management

$150,180,725

Clients

423

19% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

106

Very High

Average account size

$355,037

About

ICOM Advisors serves individuals, trusts, estates, charitable organizations, corporations and other business entities, including both non‑high‑net‑worth and high‑net‑worth clients. The firm provides discretionary and non‑discretionary portfolio management and portfolio analysis services, advising primarily on mutual funds and exchange‑traded funds while monitoring accounts regularly and rebalancing as needed.

The firm customizes portfolios using client suitability information and may implement firm model portfolios or employ sub‑advisers to manage portions of client accounts, with reviews at least quarterly. ICOM uses a mix of fundamental, technical and charting analysis and pursues long‑ and short‑term strategies, and it notes that tax efficiency is not its primary management objective.

A distinctive feature is the firm’s ownership by ICOM Capital Group, LLC and its affiliation with private investment vehicles for which the parent serves as Managing Member; the brochure discloses these affiliated funds while stating they are not open to or solicited to advisory clients. Also atypical for peer firms, ICOM does not list comprehensive financial planning among its service offerings, focusing instead on investment management and portfolio analysis.

Client services

Portfolio management

Expertise

Private / alternative investments

Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.60%

Other

Account minimum: $250,000

Most active in

Louisiana · Mississippi · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul S

Series 63, Series 65

Madisonville, LA

ICOM Advisors, LLC

Paul Scoggins is a financial advisor with ICOM Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with ICOM Advisors since 2010. Outside of his advisory role, he is president and manager of Permian Services Co., LLC, an oil field services company, and serves as managing member of several investment holding and private equity firms. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, fundamental and technical analysis, and private equity investments when suitable.

Private / alternative investments
user avatar

Marc M

Series 66

Madisonville, LA

ICOM Advisors, LLC

Marc Maddox is a financial advisor at ICOM Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Bancorpsouth Insurance Services, and Princor Financial Services Corporation. Outside of his advisory role, Maddox serves as Vice President of the Employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management, focusing primarily on mutual funds and ETFs while employing a variety of investment analysis techniques.

Private / alternative investments
user avatar

Bradley B

CFP®, Series 63, Series 65

Hattiesburg, MS

ICOM Advisors, LLC

Bradley Bondurant is a CFP® with 12 years of industry experience, currently serving at ICOM Advisors, LLC since 2013. He has also worked at Hancock Investment Services and Hancock Bank for over two decades. Outside of financial advising, he is president and partner of White Glove, Inc., a janitorial service company. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, and private equity where appropriate.

Private / alternative investments
user avatar

Erin W

Series 66

Madisonville, LA

ICOM Advisors, LLC

Erin Willcutt is a financial advisor with Icom Advisors, LLC and holds a Series 66 designation. She has five years of industry experience, including roles at Hancock/Whitney Investment Services, Inc. and Hancock/Whitney Bank. Outside of her financial advisory work, she is involved in two small businesses focused on handbags and accessories sales and embroidery services. Icom Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary management, emphasizing mutual funds and ETFs while also utilizing fundamental, technical, and charting analysis.

Private / alternative investments
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