AdvisorCensus / Financial advisors / Inversso, LLC
Inversso, LLC is an SEC-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.
Quick answers
From the filingHow is Inversso, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Inversso, LLC reports these compensation arrangements: a percentage of assets under its management; other.
How much does Inversso, LLC charge?
Its Form ADV Part 2A brochure dated February 2, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Inversso, LLC registered with the SEC or a state?
Inversso, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298821.
How much does Inversso, LLC manage?
Inversso, LLC reports $362,700 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).
How have Inversso, LLC's assets and staff changed since 2021?
In the Form ADV data for Inversso, LLC: Regulatory assets under management: $5,257 in the October 2021 data and $362,700 in the October 2026 data, up 6799%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Inversso, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66).
Which custodians does Inversso, LLC use?
Inversso, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers as custodians holding 10% or more of its separately managed account assets.
Does Inversso, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298821
Does Inversso, LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 2, 2026 says: "There is a minimum account size of $100 to open and maintain an advisory account."
What changed in Inversso, LLC's recent Form ADV filings?
In the March 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 2% of assets a year
The brochure's wording
Asset Management – Fees are billed and collected monthly in arrears and are charged at an annual flat rate of 2.00% based on Assets Under Management.
In individual cases, Inversso has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Account minimum: $100
The brochure's wording
There is a minimum account size of $100 to open and maintain an advisory account.
As stated in the firm's Form ADV Part 2A brochure dated February 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$362,700 as of October 2026, filing dated February 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (7 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $362,700 | 1 | February 2, 2026 |
| October 2025 | $384,012 | 1 | February 14, 2025 |
| October 2024 | $237,000 | 1 | January 15, 2024 |
| October 2023 | $198,033 | 1 | September 12, 2023 |
| October 2022 | $152,000 | 2 | March 21, 2022 |
| October 2021 | $5,257 | 1 | January 24, 2021 |
Regulatory assets under management: $5,257 in the October 2021 data and $362,700 in the October 2026 data, up 6799%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Inversso, LLC (CRD 298821): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/inversso-llc-298821