DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Invisor
Legal name Invisor Financial LLC
Latest filing Feb 28, 2026
First filing on the tape Dec 24, 2024 · 4 filings
SEC status approved since Jan 23, 2025
RAUM
$199M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
28%
$56.1M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$66.2M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$199M as of Feb 28, 2026
Apr 7, 2025$167M then
HNW client RAUM$31.2M as of Feb 28, 2026
Apr 7, 2025$26.6M then
State-registered IARs (5.B.3)4 as of Feb 28, 2026
Apr 7, 20254 then
Employees (5.A)4 as of Feb 28, 2026
Apr 7, 20254 then
Private funds: no history
RAUM +19% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Feb 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $66.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 74derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $529,641derivedHNW RAUM over HNW clients
- Average account
- $749,221derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 72%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 1.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$139M70%
- High-net-worth individuals$31.2M16%
- Individuals$24.8M13%
- Charitable organizations$2.8M1.4%
- Corporations and businesses$410,6900.2%
- Individual clients
- 163reported
- HNW clients
- 59reported
- Pension plan clients
- 39reported
- Charitable clients
- 2reported
- Accounts
- 265reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.28 fund_share=0.0 institutional_share=0.72 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Justin Francis LuegerCertified Financial Planner | Seneca, Ks | May 19, 2015 | 11 y | 0 |
| Dominic Fullerton | Seneca, Ks | Nov 9, 2023 | 12 y | 0 |
| Hunter Steinlage | Seneca, Ks | Nov 17, 2024 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 33% of current headcount1 left over 36 months
Left, latest
- Ethan Douglas Rethman to Creative PlanningFeb 28, 2026 · RIA to RIA
- Winston Alan Meyer to Family Investment CenterOct 10, 2022 · RIA to RIA
Joined, latest
- Winston Alan Meyer from Carlson FinancialFeb 6, 2022 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lawrence Donald Lueger · Treasurercontrolsince 02/2015 · owns less than 5%
- Francis Justin Lueger · President/Chief Compliance Officer/Board Membercontrolsince 01/2015 · owns less than 5%
- Kaye Martha Montgomery · Chair Of The Boardcontrolsince 02/2015 · owns less than 5%
- Kay Jacqueline Stanley · Secretarycontrolsince 02/2015 · owns less than 5%
Entity owners
- Community Bancshares, Inc. · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- Community National Bankn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seneca, Ks · principal | 3 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Seneca, KS3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Feb 28, 2026institutional share of RAUM of 72% against a peer median of 0% (5676 comparable advisers, 100.0th percentile, 24.0 robust deviations)peers: independent wealth managers, $100M to $500M (5,676) · 100% percentile
What changed
consecutive filings, newest first
- Other offices · 2 to 1Dec 19, 2025 to Feb 28, 2026
- Accounts · 235 to 265Apr 7, 2025 to Dec 19, 2025
- Charity clients · 0 to 2Apr 7, 2025 to Dec 19, 2025
- Corporate clients · 3 to 2Apr 7, 2025 to Dec 19, 2025
- HNW clients · 54 to 59Apr 7, 2025 to Dec 19, 2025
- Individual clients · 142 to 163Apr 7, 2025 to Dec 19, 2025
- Pension plan clients · 36 to 39Apr 7, 2025 to Dec 19, 2025
- Other offices · 1 to 2Apr 7, 2025 to Dec 19, 2025
- Discretionary RAUM · $161M to $190MApr 7, 2025 to Dec 19, 2025
- HNW RAUM · $26.6M to $31.2MApr 7, 2025 to Dec 19, 2025
- Individual RAUM · $20.6M to $24.8MApr 7, 2025 to Dec 19, 2025
- Non-discretionary RAUM · $6.5M to $8.3MApr 7, 2025 to Dec 19, 2025
- Pension RAUM · $120M to $139MApr 7, 2025 to Dec 19, 2025
- RAUM · $167M to $199MApr 7, 2025 to Dec 19, 2025
- Financial planning clients · 26-50 to 26-50Dec 24, 2024 to Apr 7, 2025
Signals
3 dated events
- Ethan Douglas Rethman left Invisor for Creative Planning (registered 2026-03-05)Feb 28, 2026 · Advisor changed firm · fact
- Invisor filed its initial SEC registration (Form ADV)Dec 24, 2024 · First SEC registration · fact
- Winston Alan Meyer left Invisor for Family Investment Center (registered 2023-01-03)Oct 10, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 785-334-4100reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 785-334-4110reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 785-336-5227reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/15089762reportedpublic record, Form ADV, Sep 17, 2026
- Website
- invisor401k.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 785-334-4100reportedpublic record, Form ADV, Feb 28, 2026
- Contact form
- goinvisor.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $66.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026