Isto Advisors, LLC
● SEC registered since 2016CRD 284560SEC# 801-108409Troy, MI
Reg. AUM
$1.06B
Employees
27
Accounts
2,533
Location
Troy, MI
Isto Advisors, LLC assets under management
Isto Advisors, LLC is an SEC-registered investment adviser based in Troy, MI. The firm has been registered since 2016. It reports $1.1 billion in regulatory assets under management and employs 27 people.
Isto Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Arthur Fisher Control | Chief Compliance Officer | Under 5% | 2016 |
| Fisher Financial Partners, Inc Control | Managing Member | 25-50% | 2016 |
| Flipside Consulting, LLC Control | Managing Member | 25-50% | 2016 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Isto Advisors, LLC manage?
Isto Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Isto Advisors, LLC have?
Isto Advisors, LLC reports 27 employees.
Where is Isto Advisors, LLC located?
Isto Advisors, LLC is based in Troy, MI and has been SEC-registered since 2016.
Does Isto Advisors, LLC disclose fund performance?
Isto Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2150 Butterfield Drive, Suite 220, Troy, MI 48084 |
| Phone | 248-458-1100 |
| Fax | 248-458-6700 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $999.3MNon-discretionary $65.2M