RIA Intel›Advisers›Virginia›INVESTORS SECURITY COMPANY, INC.

INVESTORS SECURITY COMPANY, INC.

Advisory

N·SUFFOLK, VA

Data as of Nov 27, 2012 · Source: SEC Form ADV

Total AUM

$96M

1-Year AUM Growth

+34.2%

3-Year CAGR

+21.5%

Employees

43

Assets Under Management

Total AUM$96M

Discretionary AUM$17M

Non-Discretionary AUM$80M

Discretionary %17.3%

Total Clients—

Team

Total Employees43

Investment Advisers137

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingApr 26, 2001

Latest FilingNov 27, 2012

🔒 Full AUM trend chart and 37 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INVESTORS SECURITY COMPANY, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.