# Invista Advisors

> Invista Advisors is an SEC-registered investment advisory firm in Montgomery, AL, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 282899
- Filed as: INVISTA ADVISORS
- Legal name: McDonald Financial Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montgomery, AL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282899
- AdvisorCensus page: https://advisorcensus.com/firm/invista-advisors-montgomery-al-282899

## Quick answers

**How is Invista Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Invista Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Invista Advisors located?**
Invista Advisors' principal office is in Montgomery, AL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Invista Advisors registered with the SEC or a state?**
Invista Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282899.

**How much does Invista Advisors manage?**
Invista Advisors reports $443,547,941 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (63% discretionary).

**How have Invista Advisors' assets and staff changed since 2021?**
In the Form ADV data for Invista Advisors: Regulatory assets under management: $268,030,000 in the October 2021 data and $443,547,941 in the October 2026 data, up 65%. Total employees: 12 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invista Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (417); high net worth individuals (223); pension and profit sharing plans (but not the plan participants or government pension plans) (65).

**Which custodians does Invista Advisors use?**
Invista Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Invista Advisors 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/282899

**What changed in Invista Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $580,106,131 to $443,547,941 (-24%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $443,547,941
- Discretionary: $280,563,326
- Non-discretionary: $162,984,615

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 417 | $69,321,506 |
| High net worth individuals | 223 | $199,265,285 |
| 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) | 65 | $162,984,615 |
| Charitable organizations | 5 | $2,688,054 |
| 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 | 11 | $9,288,481 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Auburn, AL
- Dothan, AL

### Websites listed on Form ADV (Item 1.I)
- invistaadvisors.com
- LinkedIn @austin-barranco-12142a97
- LinkedIn @brandt-mcdonald-75442722
- LinkedIn @jason-bryant-aif
- LinkedIn @jason-bryant-aif®-0a05b27
- LinkedIn @mary-martha-scott-defoor-a33b751
- LinkedIn @mike-barranco-26842223

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $268,030,000 | 12 | June 21, 2021 |
| October 2022 | $203,300,000 | 8 | March 21, 2022 |
| October 2023 | $396,105,604 | 8 | March 24, 2023 |
| October 2024 | $462,356,039 | 8 | March 29, 2024 |
| October 2025 | $580,106,131 | 8 | March 31, 2025 |
| October 2026 | $443,547,941 | 8 | March 31, 2026 |

Regulatory assets under management: $268,030,000 in the October 2021 data and $443,547,941 in the October 2026 data, up 65%.
Total employees: 12 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $580,106,131 to $443,547,941 (-24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invista Advisors (CRD 282899): Form ADV filing data as of October 2026.