Investment adviser · CRD 174890
INVISOR
Investment adviser filing (IA)
INVISOR FINANCIAL LLC
SENECA, KS, United States · Form ADV filed Feb 28, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 265 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 39 | $139,251,773 | 70.1% |
| High-net-worth individuals | 59 | $31,248,845 | 15.7% |
| Individuals | 163 | $24,849,146 | 12.5% |
| Charities | 2 | $2,783,109 | 1.4% |
| Corporations & businesses | 2 | $410,690 | 0.2% |
Filing source
Form ADV 2062494 · Feb 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
225 MAIN STREET, SUITE 100SENECA, KS, 66538, United States
CRD 174890
Filing source
Form ADV 2062494 · Feb 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.