← Directory
INVISTA ADVISORS
Legal name: MCDONALD FINANCIAL SERVICES, LLC
CRD 282899File 801-107431
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$443.5M
Below cohort median (national)
Discretionary AUM
$280.6M
Non-discretionary $163.0M
Clients
721
1,022 accounts
Employees
8
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 18, 2016
- Principal office
- 350 LEAVELL CIRCLE, MONTGOMERY, AL, 36117
- Phone
- (334) 387-0094
- Website
- https://invistaadvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $443.5M
- Discretionary AUM
- $280.6M
- Non-discretionary AUM
- $163.0M
- Discretionary accounts
- 943
- Non-discretionary accounts
- 79
- Total accounts
- 1,022
- AUM per client
- $615K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $9.3M |
| Charitable organizations | 5 | $2.7M |
| High net worth individuals | 223 | $199.3M |
| Pension and profit sharing plans | 65 | $163.0M |
| Individuals (other than high net worth individuals) | 417 | $69.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 706 | 721 | increased by15 |
| Apr 1, 2026 | AUM | $580,106,131 | $443,547,941 | decreased by$136,558,190 |
| Apr 1, 2026 | Accounts | 713 | 1,022 | increased by309 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 785 | 706 | decreased by79 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $203,300,000 | $580,106,131 | increased by$376,806,131 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 787 | 713 | decreased by74 |
| Apr 1, 2022 | Employees | 12 | 8 | decreased by4 |
| Apr 1, 2022 | Clients | 638 | 785 | increased by147 |
| Apr 1, 2022 | AUM | $268,030,000 | $203,300,000 | decreased by$64,730,000 |
| Apr 1, 2022 | Accounts | 1,167 | 787 | decreased by380 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVISTA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVISTA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.