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| Keyboard |
| Invisor Financial LLC
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|---|---|
| CRD # | 174890 |
| SEC # | 801-131874 |
| CIK # | |
| AUM | 198.5 M (2026-02-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 785-334-4100 |
| Address | 225 Main Street Seneca, KS 66538 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 24.8 |
| (b) Individuals (high net worth individuals) | 59 | 31.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 39 | 139.3 |
| (h) Charitable organizations | 2 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 265 | 198.5 |
| By Discretionary | ||
| Discretionary | 249 | 190.3 |
| Non-Discretionary | 16 | 8.3 |
| Total | 265 | 198.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.5 | |
| Total | 265 | 198.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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Davis Wealth Advisors LLC
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Amphora Wealth Management LLC
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NC | 196.2 M |
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Charter Wealth Management Inc
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NC | 195.6 M |
|
ATCAP Partners LLC
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MD | 195.5 M |
|
Plan Life & Wealth Management Inc
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CA | 195.4 M |
|
American Community Wealth Management LLC
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IL | 195.4 M |