Icom Advisors, LLC

RIASEC RegisteredEst. 2025
Total AUM
$150M
Discretionary
$150M
100% of AUM
Avg account
$558K
Accounts
269
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
156386
Registered since
July 25, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI92.49%
  • Individuals7.51%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Icom Advisors, LLC is a limited liability registered investment adviser that manages concentrated discretionary mandates for individual and family clients while also providing portfolio management for small businesses and institutional relationships. The firm is SEC-registered in 2025 and reports a client base made up primarily of individuals and families. Its fee arrangements include percentage-of-AUM fees, fixed fees and other bespoke fee structures. Investment activity is weighted toward public pooled vehicles — the firm reports a sizable allocation to public funds and mutual funds — while maintaining selective exposure to private-market strategies. Icom Advisors serves as sponsor, general partner and managing member of pooled investment vehicles, which suggests it has the infrastructure to originate or co-sponsor alternative fund structures in addition to allocating to third-party private equity managers. Icom is not identified as an active ESG investor. Portfolio construction emphasizes discretionary management: nearly the entire asset base is managed on a discretionary mandate, enabling the firm to implement centrally determined asset allocation and manager selection across client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, Cash & Cash Equivalents 29%, Exchange Traded Equities 6%, State & Local Bonds 4%61%
  • Public Funds/Mutual Funds61%
  • Cash & Cash Equivalents29%
  • Exchange Traded Equities6%
  • State & Local Bonds4%

Owners & executives

1 of 1
  • Paul Scoggins

    Paul Scoggins

    President And CEOCRD 2276307

Contacts

3 of 3
  • Bradley Bondurant

    Bradley Bondurant

    OwnerCRD 4885761

  • Marc Maddox

    Marc Maddox

    Financial PlannerCRD 6009090

  • Erin Willcutt

    Erin Willcutt

    Financial AdvisorCRD 6831010

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth