ISC Advisors, Inc. logo

ISC Advisors, Inc.

Updated today

Client assets under management

$777,810,857

Clients

1,780

11% high-net worth

Advisors

27

of 30 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

66

Typical

Average account size

$436,972

About

ISC Advisors, Inc. serves individuals, high‑net‑worth clients, corporate pension and profit‑sharing plans, charitable institutions, foundations and other U.S. and international institutions, advising roughly 1,780 clients through 27 advisors and overseeing approximately $1,617,801,120 in assets. The firm provides portfolio management (both discretionary and non‑discretionary), financial planning across retirement, tax, estate and other areas, and pension consulting for employer‑sponsored retirement plans.

Investment decisions are overseen by an internal Investment Committee and implemented through a mix of advisory options, including the Pathways managed‑account program with five model portfolios (Conservative Income through Aggressive Growth), allocations to mutual funds and ETFs, and the use of third‑party money managers or sub‑advisors. ISCA offers both discretionary and non‑discretionary management, and makes ISCA‑managed models available on the Empower platform for retirement accounts.

Noteworthy aspects include an unusually large portion of assets managed on a non‑discretionary basis—approximately $986,102,422 of its AUM—and an affiliated pension consulting and insurance business that provides fiduciary and plan‑design services, participant education, and ongoing plan monitoring for employer plans. The firm also publishes newsletters and conducts public seminars and workshops, practices that are less common among multi‑team peers.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Income planning

Fee options

Percentage

$0+: 0% to 1.30% annually, fees are negotiable and can vary by client and platform $0+: Additional 0.05% (5 basis points) for accounts utilizing the ISCA-managed model under the Empower platform

Commissions

Separate commissions received by related persons acting as insurance agents or broker-dealers for certain product transactions; no advisory fees charged on these products

Project-based

Negotiated hourly rates for financial planning services

Other

Minimum fee: $5,000 minimum annual account fee for retirement plan accounts, subject to negotiation Fee-only: Financial planning services charged on a negotiated hourly rate; final fees dependent on client's situation and complexity of plan

Main office location

ISC Advisors, Inc.

3500 Oak Lawn Ave, Ste 400

Dallas TX 75219, United States

Number of offices

26

Most active in

Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Kansas · Louisiana · Maryland · Michigan · Montana · Nebraska · New Mexico · Oklahoma · Pennsylvania · Tennessee · 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

Jack H

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Jack Hankins is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been affiliated with Institutional Securities Corporation and ISC Group, Inc. since 1998. Hankins serves as treasurer of an investment club and sits on the board of directors for the Child Abuse Prevention Center of Dallas. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and employs model portfolios using mutual funds and ETFs, with oversight by an Investment Committee and options for third-party sub-advisors.

General retirement planning Income planning
user avatar

John K

CFP®, Series 63

Dallas, TX

ISC Advisors, Inc.

John Kriel is a CFP® professional with 18 years of experience in financial advising. He is currently with ISC Advisors, Inc. and Institutional Securities Corp, where he has worked since 2017. Prior to that, he was with Lincoln Financial Advisors Corp for nine years. Outside of his advisory role, he operates Kriel Ranch, an agricultural business focused on timber and beef cattle production. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, utilizing a range of model portfolios and offering a proprietary managed-account program.

General retirement planning Income planning
user avatar

Andreya W

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Andreya Weadon is a financial advisor at ISC Advisors, Inc. in Dallas, TX, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Institutional Securities Corporation since 1997. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm provides financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, and offers a proprietary managed-account program alongside sub-advisor collaborations and educational workshops.

General retirement planning Income planning
user avatar

Greg P

Series 63, Series 66

Carmel, IN

ISC Advisors, Inc.

Greg Poplarski is a financial advisor with ISC Advisors, Inc. in Carmel, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Allianz Global Investors and OneAmerica Securities. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets, utilizes model portfolios across risk profiles, and collaborates with sub-advisors while maintaining overall investment oversight.

General retirement planning Income planning
user avatar

Mark K

Series 66

Dallas, TX

ISC Advisors, Inc.

Mark Keffer is a financial advisor with ISC Advisors, Inc. and holds a Series 66 designation. He has 11 years of industry experience, including roles at Ameriprise Financial Services and Institutional Securities Corp. He also operates MK Financial Services as a sole proprietor. ISC Advisors, Inc. serves individual and high-net-worth clients as well as employer-sponsored retirement plans and institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets and utilizes a range of model portfolios and third-party sub-advisors under an Investment Committee’s oversight.

General retirement planning Income planning
user avatar

Mark H

Series 66

Dallas, TX

ISC Advisors, Inc.

Mark Henderson is a financial advisor at ISC Advisors, Inc. with one year of industry experience. He previously worked at Institutional Securities Corporation and has a background that includes roles in education at the University of Oklahoma and Lovejoy Independent School District. ISC Advisors, Inc. serves individual and high-net-worth clients as well as institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets and employs a range of model portfolios using mutual funds and ETFs, with oversight from an Investment Committee and support from sub-advisors.

General retirement planning Income planning
user avatar

Reid R

Series 66

Dallas, TX

ISC Advisors, Inc.

Reid Rottino is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding a Series 66 credential with four years of industry experience. His prior work includes roles at ISC Group, Inc., The Trails Golf Club, Tyler Technologies, and Brookhaven Country Club. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and provides a proprietary managed-account program alongside model portfolios overseen by its Investment Committee.

General retirement planning Income planning
user avatar

Clive B

CFP®, Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Clive Blowers is a CFP® with 32 years of industry experience, currently serving at ISC Advisors, Inc. in Dallas, TX. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services LLC. He is also the owner of Weybridge Wealth Management LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm offers a proprietary managed-account program and utilizes model portfolios overseen by an Investment Committee, employing mutual funds and ETFs with selective delegation to third-party sub-advisors.

General retirement planning Income planning
user avatar

Tyler K

Series 66

Dallas, TX

ISC Advisors, Inc.

Tyler Kastner is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Institutional Securities Corp and Merrill Lynch Wealth Management. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans and institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and uses model portfolios overseen by an Investment Committee that range from Conservative Income to Aggressive Growth.

General retirement planning Income planning
user avatar

Carlos G

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Carlos Garza is a financial advisor with ISC Advisors, Inc. in Plano, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ISC Advisors since 2016 and also works with Institutional Securities Corp, where he has been employed since 2000. Outside of his advisory roles, he is the managing member of Garza Financial Group, LLC. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and participant education. The firm manages approximately $1.54 billion in assets and utilizes model portfolios overseen by an Investment Committee, combining mutual funds and ETFs with sub-advisor partnerships.

General retirement planning Income planning
user avatar

Steven G

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Steven Garvin is a financial advisor with ISC Advisors, Inc. in McKinney, Texas, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at ISC Advisors since 2013 and previously led Garvin Investment Group, LLC and Garvin Financial Group, Inc. He is also affiliated with Institutional Securities Corp, where he has been active since 2000. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets, utilizing model portfolios that range from Conservative Income to Aggressive Growth and employs mutual funds and ETFs in its investment approach.

General retirement planning Income planning
user avatar

Kathryn H

ChFC®, Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Kathryn Hunteman is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at Institutional Securities Corp and State Farm. Hunteman also provides financial services training through Focus Tracks, offering education on life and health insurance, bank products, and mutual funds. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients with financial planning, portfolio management, pension consulting, and participant education. The firm offers a proprietary managed-account program and collaborates with sub-advisors while overseeing model portfolios ranging from Conservative Income to Aggressive Growth.

General retirement planning Income planning
user avatar

Frank W

Series 66

Dallas, TX

ISC Advisors, Inc.

Frank Wilson is a financial advisor with ISC Advisors, Inc. in Wichita Falls, TX, holding a Series 66 license and nine years of industry experience. Prior to joining ISC Advisors and Institutional Securities Corp in 2017, he worked at Bank of America and Merrill, and he has owned and operated several private businesses since 1989. Outside of advising, he is involved in local business networking as a membership chair for Texoma Business Leaders and co-owns a jewelry design business. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as institutional clients, offering financial planning, portfolio management, pension consulting, and educational services. The firm manages approximately $1.54 billion in assets and provides model portfolios ranging from Conservative Income to Aggressive Growth, utilizing mutual funds and ETFs with oversight from its Investment Committee.

General retirement planning Income planning
user avatar

Sharon B

ChFC®, Series 63

Dallas, TX

ISC Advisors, Inc.

Sharon Berry is a financial advisor at ISC Advisors, Inc. in Dallas, TX, holding the ChFC® designation and Series 63 license with 33 years of industry experience. Her prior roles include positions at Frost Investment Services and Frost Brokerage Services Inc. She has been with ISC Advisors and Institutional Securities Corp since 2021. ISC Advisors, Inc. serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services, managing approximately $1.54 billion in assets with a variety of model portfolios and a proprietary managed-account program.

General retirement planning Income planning
user avatar

Scott H

Series 63, Series 65

Dallas, TX

ISC Advisors, Inc.

Scott Hayes is a financial advisor with ISC Advisors, Inc. in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Institutional Securities Corp and ISC Investment Management LLC since 2013. Hayes serves as Director and Treasurer for the St John Land Conservancy, participating in committees focused on raising awareness for the organization. ISC Advisors, Inc. provides financial planning, portfolio management, pension consulting, and educational services to individual and high-net-worth clients, as well as institutional clients such as retirement plans and foundations. The firm manages approximately $1.54 billion in assets and offers a proprietary managed-account program alongside model portfolios ranging from Conservative Income to Aggressive Growth.

General retirement planning Income planning
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")