Asset manager · Seneca, KS
Invisor
Invisor Financial LLC · SEC-registered investment adviser · CRD 174890 · SEC 801-131874
At a glance
Invisor is an SEC-registered investment adviser based in Seneca, Kansas, with $199 million in regulatory assets under management as of its Form ADV filed February 28, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 222 individual clients. By Form ADV it is a asset manager, ranked 2,110th of 3,218 asset managers and 12,271st of 17,210 SEC-registered advisers by assets.
Main office 785-334-4100goinvisor.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $199M
- Rank among asset managers
- #2,110 of 3,218
- Rank among all SEC RIAs
- #12,271 of 17,210
- Rank in Kansas
- #100 of 134
- Individual clients
- 222
- High-net-worth clients
- 59
- Accounts
- 265
- Discretionary
- 96% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Justin F. LuegerPresident/chief Compliance Officer/board Member
- Martha K. MontgomeryChair of the Board
- Jacqueline K. StanleySecretary
- Donald L. LuegerTreasurer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 39 | $139M | 70% |
| High-net-worth individuals | 59 | $31M | 16% |
| Individuals | 163 | $25M | 13% |
| Charitable organizations | 2 | $3M | 1% |
| Corporations or other businesses | 2 | $0M | <1% |
Disciplinary disclosures
Invisor reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗goinvisor.com ↗
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The full record on Invisor
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 796 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Invisor manage?
Invisor reports $199 million in regulatory assets under management across 265 accounts, 96% of it on a discretionary basis, on its Form ADV filed February 28, 2026.
What kind of firm is Invisor?
Invisor is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons.
Who are Invisor’s clients?
By assets, its largest client types are pension and profit sharing plans ($139 million, 39 clients); high-net-worth individuals ($31 million, 59 clients); individuals ($25 million, 163 clients).
Does Invisor have any disciplinary history?
Invisor reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Invisor’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →