SourcingSourcing

INVISOR FINANCIAL LLC

B51
CRD 174890·SEC 801-131874·SENECA, KS
AUM
$198.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$596K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVISOR FINANCIAL LLC
CRD
174890
SEC file #
801-131874
EIN
—
DBA names
Invisor

Economics

AUM
$198.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$167.3M → $198.5M▲ +19%
Client mix
Individuals Other163
Individuals High Net Worth59
Pension Profit Sharing Plans39
Charitable Organizations2
Corporations2

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
SENECA KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/28/2026
ADV-W filed at
—
Website
goinvisor.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COMMUNITY BANCSHARES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
COMMUNITY BANCSHARES, INC.
LUEGER, DONALD, LAWRENCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GOINVISOR.COM
Rdap Domain Creation Date
2015-01-09T14:46:03Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
148,518
Form 5500 Compensation Trajectory 3y
202593,679
202654,839
Form 5500 Plan Count Trajectory 3y
20252
20262
Schedule C Total Compensation
148,518
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2744
Soi Zip Pct 200k Plus
0.0732
Soi Zip Returns 200k Plus
120
Soi Zip Total AGI
138,662
Fdic Zip Total Deposits
10,100,247,000
Fdic Zip Branch Count
161
Fdic Zip Top Banks
Community National Bank
United Bank & Trust

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Citizens State Bank and Trust CompanySeneca, KS
Citizens State Bank and Trust CompanySeneca, KS
Fdic Zip HHI
3590.42
Fdic Zip Top Bank Share Pct
54.71
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-09T14:46:03Z
Rdap Domain Last Changed
2023-11-10T10:22:21Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,722
Returns410
Stub 2
AGI13,294
Returns360
Stub 3
AGI15,648
Returns250
Soi Zip Total Business Income
2,843
Soi Zip Total Cap Gains
7,767
Soi Zip Total Dividends
4,021
Soi Zip Total Returns
1,640
Trust Company Affiliate
No

People (6)

6
LUEGER, JUSTIN, FRANCIS
IAR · Executive Officer · 2.5%
6449233
LUEGER, DONALD, LAWRENCE
Executive Officer · 2.5%
6457791
MONTGOMERY, MARTHA, KAYE
Executive Officer · 2.5%
6457698
STANLEY, JACQUELINE, KAY
Executive Officer · 2.5%
6457787
Dominic Fullerton
IAR
7631094
Hunter Steinlage
IAR
7983262