ISF Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
ISF Advisory provides investment advisory and market-research services primarily to institutional and business clients, including pension plans, large and mid-size companies, and foreign investors seeking local market entry. Its services include written investment strategy and implementation plans, pension consulting and money‑manager selection, project or retainer consulting, and training through workshops and seminars.
The firm’s approach centers on research-driven, customized written investment packages and non‑discretionary recommendations delivered alongside market development and channel‑strategy work. Engagements are structured flexibly — project‑based or retainer consulting, with performance arrangements available for qualified investors — and the firm coordinates third‑party managers and external research when appropriate.
ISF is notable for combining traditional investment manager functions with ancillary insurance producer/agent activities and an explicit training/seminar offering, a mix that is uncommon among peers. As a newly established, founder‑led advisory focused on market entry and business development for institutional clients, it emphasizes market intelligence, manager selection, and educational programming as central elements of its client service model.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Financial literacy training
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Portfolio guidance: $800 to $1,200 each; Retirement planning help: $2,500 to $3,000 each; Comprehensive financial plan assistance: $1,800 to $3,500 each
$0 - $1,000,000: 1.18% $1,000,000 - $2,000,000: 1.16% $2,000,000 - $5,000,000: 1.14% $5,000,000 - $10,000,000: 1.08% $10,000,000 - $20,000,000: 0.97% $20,000,000 - $30,000,000: 0.88% $30,000,000 - $40,000,000: 0.82% $40,000,000 - $50,000,000: 0.74% $50,000,000 - $60,000,000: 0.68% $60,000,000 - $70,000,000: 0.59% $70,000,000 - $80,000,000: 0.52% $80,000,000+: 0.46%
$280.00 per hour
20% of investment profits on capital gains for qualified investors; performance fees calculated using Annual Measurement Period and High-Water Mark method
Minimum fee: Annual Retainer ranging from $5,000 to $8,500 depending on client needs
Main office location
ISF Advisory, LLC
1750 Red Bud Lane
Round Rock TX 78664, United States
Number of offices
1
Most active in
ISF Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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