Invisor Financial Llc
- Regulatory AUM
- $199M
- Discretionary
- $190M
- Clients
- 265
- Avg AUM / client
- $749K
- Accounts
- 265
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 163 | $24.8M | 12.5% |
| High net worth individuals | 59 | $31.2M | 15.7% |
| Pension and profit sharing plans | 39 | $139M | 70.1% |
| Charitable organizations | 2 | $2.8M | 1.4% |
| Corporations and other businesses | 2 | $411K | 0.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Usc, Llc 401(k) Plan Usc, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Justin Francis Lueger | President/Chief Compliance Officer/Board Member | CFP | Jan 2015 (12y) | Less than 5% |
| Lueger, Donald, Lawrence | Treasurer | Feb 2015 (12y) | Less than 5% | |
| Montgomery, Martha, Kaye | Chair Of The Board | Feb 2015 (12y) | Less than 5% | |
| Stanley, Jacqueline, Kay | Secretary | Feb 2015 (12y) | Less than 5% | |
| Dominic Fullerton | Registered representative | Nov 2023 (3y) | ||
| Hunter Steinlage | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Community Bancshares, Inc. | Holding Company | Jan 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Usc, Llc 401(k) Plan | Usc, Llc | 113 | $9.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/28/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Matrix Trust Company $99.8M (50% of AUM) Feb 2026
- Charles Schwab & Co. $59.3M (30% of AUM) Feb 2026
- Adp Retirement Trust Services, Llc $19.7M (10% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 28, 2026.
View current Form ADV (SEC/IAPD) ↗