Invisor

RIASEC RegisteredEst. 2025

Total AUM

$199M

Discretionary

$190M

96% of AUM

Avg account

$749K

Accounts

265

Employees

Advisory reps

Firm details

Headquarters: Seneca, Kansas
CRD number: 174890
Registered since: January 23, 2025
Website: www.goinvisor.com
Custodians: MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC., ADP RETIREMENT TRUST SERVICES
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans70.14%
HNWI15.74%
Individuals12.52%
Charitable Organizations1.4%
Corporations / Businesses0.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Invisor is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm serves both individual and family clients as well as institutional clients. Its fee schedule is flexible, combining percentage-of-assets billing with hourly and fixed-fee engagements to accommodate financial planning, stand-alone advice, and ongoing portfolio management. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting services, and client education through seminars and workshops. Invisor identifies as not being an active ESG investor. The firm also reports an industry affiliation with banking or thrift institutions and a mixed owner structure (domestic entity and individual).