{
  "crd_number": 298821,
  "slug": "inversso-llc-298821",
  "primary_business_name": "INVERSSO, LLC",
  "legal_name": "INVERSSO, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-11-02",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-02-02",
  "carried_forward": false,
  "raum_total": 362700.0,
  "raum_discretionary": 361000.0,
  "raum_non_discretionary": 1700.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 362700.0,
      "count": 66
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MS",
    "TX"
  ],
  "websites": [
    "https://facebook.com/INVERSSOAPP",
    "https://instagram.com/INVERSSOAPP",
    "https://inversso.com",
    "https://linkedin.com/company/inversso"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298821",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/inversso-llc-298821",
  "display_name": "Inversso, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Inversso, LLC (CRD 298821): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Inversso, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inversso, LLC reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Inversso, LLC charge?",
      "a": "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."
    },
    {
      "q": "Is Inversso, LLC registered with the SEC or a state?",
      "a": "Inversso, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298821."
    },
    {
      "q": "How much does Inversso, LLC manage?",
      "a": "Inversso, LLC reports $362,700 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Inversso, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Inversso, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66)."
    },
    {
      "q": "Which custodians does Inversso, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Inversso, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Inversso, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Inversso, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Registered or notice-filed in TX. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5257.0,
      "total_employees": 1,
      "filing_date": "2021-01-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 152000.0,
      "total_employees": 2,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 198033.0,
      "total_employees": 1,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 237000.0,
      "total_employees": 1,
      "filing_date": "2024-01-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 384012.0,
      "total_employees": 1,
      "filing_date": "2025-02-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 362700.0,
      "total_employees": 1,
      "filing_date": "2026-02-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "2% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 2% of assets a year"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100"
        ],
        "quotes": [
          "There is a minimum account size of $100 to open and maintain an advisory account."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 2.0
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "There is a minimum account size of $100 to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers",
      "name_as_filed": "INTERACTIVE BROKERS",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/inversso-llc-298821.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 66,
      "fewer_than_5": false,
      "raum": 362700.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298821",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}