Isto Advisors, LLC

Overview

Isto Advisors, LLC is an SEC registered investment adviser based in Troy, MI, registered since 2016. It reports $1.1B in assets under management across 2,533 accounts, with 27 employees. It has 11 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

94%

Accounts

2,533

Average account

$42K

Employees

27

Advisory reps

11

Registered since

2016

Jurisdictions

11

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Christopher Arthur Fisher Chief Compliance Officer CRD 2536338
• Jill Jordan Wall Member CRD 2152174
• Joshua David Kinnee Member CRD 5952543

3 more executive officers, with direct contact details

Advisory reps 3 of 11

• Makaella Caruth Investment Adviser Rep CRD 7947602
• Tyler David Decoster Investment Adviser Rep CRD 6354241
• Christopher A Fisher Insurance Agent · Investment Adviser Rep CRD 2536338

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2150 Butterfield Dr Ste 220
Troy, MI 48084

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: istoadvisors.com

Every state, with registration dates

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