Invista Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Montgomery, AL. Its latest Form ADV filing, dated March 31, 2026, reports $444M in regulatory assets under management, 8 employees, 2 offices, and 1,022 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
417
2
HNWI
30.9%
223
3
Pension Plans
9.0%
65
4
Corporations
1.5%
11
5
Charitable
0.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$444Mas of March 31, 2026
Discretionary63.3%
$281M
63% of total RAUM63.3%
Non-discretionary36.7%
$163M
37% of total RAUM36.7%
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$444M
Total Accounts1,022
10Y AUM Change+$315M (+244.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee90:1
10Y Employee Change-9 (-52.9%)
* 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.