INVISTA ADVISORS

Legal name: MCDONALD FINANCIAL SERVICES, LLC

CRD 282899File 801-107431

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$443.5M

Below cohort median (national)

Discretionary AUM

$280.6M

Non-discretionary $163.0M

Clients

721

1,022 accounts

Employees

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://www.linkedin.com/in/jason-bryant-aif®-0a05b27/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.