Investment adviser · CRD 282899
INVISTA ADVISORS
Investment adviser filing (IA)
MCDONALD FINANCIAL SERVICES, LLC
MONTGOMERY, AL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $444M Form ADV · Item 5.F
- Client accounts
- 1,022 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 223 | $199,265,285 | 44.9% |
| Retirement plans | 65 | $162,984,615 | 36.7% |
| Individuals | 417 | $69,321,506 | 15.6% |
| Corporations & businesses | 11 | $9,288,481 | 2.1% |
| Charities | 5 | $2,688,054 | 0.6% |
Filing source
Form ADV 2084992 · Mar 31, 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: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
350 LEAVELL CIRCLEMONTGOMERY, AL, 36117, United States
CRD 282899
Filing source
Form ADV 2084992 · Mar 31, 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.