AdvisorCensus / Financial advisors / Kansas / Invisor
Invisor is an SEC-registered investment advisory firm in Seneca, KS, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.
Quick answers
From the filingHow is Invisor compensated?
On its Form ADV (Item 5.E, October 2026), Invisor reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Invisor located?
Invisor's principal office is in Seneca, KS, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Invisor registered with the SEC or a state?
Invisor is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 174890.
How much does Invisor manage?
Invisor reports $198,543,563 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (96% discretionary).
How have Invisor's assets and staff changed since 2025?
In the Form ADV data for Invisor: Regulatory assets under management: $167,253,419 in the October 2025 data and $198,543,563 in the October 2026 data, up 19%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Invisor serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (163); high net worth individuals (59); pension and profit sharing plans (but not the plan participants or government pension plans) (39).
Which custodians does Invisor use?
Invisor's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP Retirement Trust Services, Charles Schwab & Co., Inc. and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Invisor 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/174890
Does Invisor state an account minimum?
Its Form ADV Part 2A brochure dated December 19, 2025 says: "We do not require minimum income, asset levels or other similar preconditions for our engagements."
What changed in Invisor's recent Form ADV filings?
In the March 2026 filing data: No longer lists an office in Seneca, KS.
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
- Hourly charges
- Fixed fees (other than subscription fees)
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 2AAccount minimum: None
The brochure's wording
We do not require minimum income, asset levels or other similar preconditions for our engagements.
As stated in the firm's Form ADV Part 2A brochure dated December 19, 2025. 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$198,543,563 as of October 2026, filing dated February 28, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Invisor Financial LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the March 2026 filing
- States registered or notice-filed
-
2 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 | $198,543,563 | 4 | February 28, 2026 |
| October 2025 | $167,253,419 | 4 | April 7, 2025 |
Regulatory assets under management: $167,253,419 in the October 2025 data and $198,543,563 in the October 2026 data, up 19%.
Total employees: 4 in October 2025 and 4 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
- No longer lists an office in Seneca, KS.
- January 2026
- Regulatory assets under management went from $167,253,419 to $198,543,563 (+19%).
- Added an office in St. Marys, KS.
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. Invisor (CRD 174890): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/invisor-seneca-ks-174890