Isectors, Llc
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ADV data as of Mar 26, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
AUM over time
$1.7M
$29.6M
Nov 2013
Nov 2022
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sumnicht, Debra | Member | Jun 2008 (18y) | 50% – 75% | |
| Vernon Coffey Sumnicht | Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Managing Member | CFP | Jun 2008 (18y) | 50% – 75% |
| Scott Richard Jones | Registered representative | Jan 2010 (17y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS
Services
- • Other services
Custody
Reported custodians
- Mid Atlantic Capital Corporation $22.4M (82% of AUM) Sep 2021
- Newedge Securities, Inc. $22.2M (100% of AUM) Nov 2022
- LPL Financial $4.8M (18% of AUM) Sep 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗