Invisor is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seneca, KS. Its latest Form ADV filing, dated February 28, 2026, reports $199M in regulatory assets under management, 4 employees, 1 office, and 265 accounts.
Assets Under Management
$199M
Employees
4
Offices
1 office
Total Clients
265
Primary office
SENECA, KS
225 MAIN STREET, SUITE 100, SENECA, KS, United States
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
163
2
HNWI
22.3%
59
3
Pension Plans
14.7%
39
4
Charitable
0.8%
2
5
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 28, 2026
Discretionary95.8%
$190M
96% of total RAUM95.8%
Non-discretionary4.2%
$8M
4% of total RAUM4.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$199M
Total Accounts265
10Y AUM Change+$31M (+18.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee66:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.