# 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.

- CRD: 174890
- Filed as: INVISOR
- Legal name: Invisor Financial LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seneca, KS
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174890
- AdvisorCensus page: https://advisorcensus.com/firm/invisor-seneca-ks-174890

## Quick answers

**How 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).

**How much does Invisor charge?**
Its Form ADV Part 2A brochure dated December 19, 2025 states: Hourly rate: $100 to $300 an hour (Financial Planning); Subscription: $195 a month (ongoing Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 19, 2025)

- Account minimum: None

> We do not require minimum income, asset levels or other similar preconditions for our engagements.

- Hourly rate: $100 to $300 an hour (Financial Planning)

> Hourly fees for Financial Planning is an hourly rate between $100.00 and $300.00 per hour, depending on complexity.

- Subscription: $195 a month (ongoing Financial Planning)

> Ongoing Financial Planning consists of an upfront charge of $1,000.00 and an ongoing fee that is paid monthly, in arrears at the rate of $195.00 per month.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ADP Retirement Trust Services
- Charles Schwab & Co., Inc.
- Matrix Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $198,543,563
- Discretionary: $190,253,772
- Non-discretionary: $8,289,791

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 163 | $24,849,146 |
| High net worth individuals | 59 | $31,248,845 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 39 | $139,251,773 |
| Charitable organizations | 2 | $2,783,109 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $410,690 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- St. Marys, KS

### Websites listed on Form ADV (Item 1.I)
- goinvisor.com
- invisor401k.com
- invisorgroup.com
- invisorwealth.com
- LinkedIn @15089762

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $167,253,419 | 4 | April 7, 2025 |
| October 2026 | $198,543,563 | 4 | February 28, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invisor (CRD 174890): Form ADV filing data as of October 2026.