Icom Advisors, Llc
- Regulatory AUM
- $150M
- Discretionary
- $150M
- Clients
- 423
- Avg AUM / client
- $355K
- Accounts
- 269
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 342 | $11.3M | 7.51% |
| High net worth individuals | 81 | $139M | 92.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mississippi Tank And Manufacturing Company 401(k) Plan Mississippi Tank And Manufacturing Company | 2024 | |
| Hattiesburg Medical Park Management Retirement Savings Plan Hattiesburg Medical Park Management | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Thurman Scoggins | Registered representative | Feb 2011 (15y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mississippi Tank And Manufacturing Company 401(k) Plan | Mississippi Tank And Manufacturing Company | 190 | $9.7M | 01/01/2024 |
| Hattiesburg Medical Park Management Retirement Savings Plan | Hattiesburg Medical Park Management | 427 | $10.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 MB | 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
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • NEGOTIABLE FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $5.2M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗