MCDONALD FINANCIAL SERVICES, LLC
Legal name: INVISTA ADVISORS
CRD #282899 SEC #801-107431 MONTGOMERY, AL (334) 387-0094
SEC Registered
Total AUM
$580.1M
Discretionary
$256.9M
Employees
8
Clients
26
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $580.1M | $256.9M | $323.2M | 8 | 0 |
| Mar 2024 | $462.4M | $236M | $226.4M | 8 | 0 |
| Nov 2023 | $396.1M | $208M | $188.1M | 8 | 0 |
| Mar 2023 | $396.1M | $208M | $188.1M | 8 | 0 |
| Mar 2022 | $203.3M | $182.2M | $21.1M | 8 | 0 |
| Dec 2021 | $268M | $160.8M | $107.2M | 12 | 0 |
| Jun 2021 | $268M | $160.8M | $107.2M | 12 | 0 |
| Feb 2021 | $268M | $160.8M | $107.2M | 12 | 0 |
| Jun 2020 | $341.9M | $207.8M | $134.1M | 12 | 0 |
| Oct 2019 | $290.2M | $177.6M | $112.6M | 12 | 0 |
| Mar 2019 | $290.2M | $177.6M | $112.6M | 12 | 0 |
| Jul 2018 | $279.7M | $171.6M | $108.2M | 11 | 0 |
| Jan 2018 | $279.7M | $171.6M | $108.2M | 11 | 0 |
| Jul 2017 | $231.6M | $151.7M | $79.9M | 11 | 600 |
| May 2017 | $128.8M | $124.8M | $4.1M | 12 | 400 |
| Apr 2017 | $128.8M | $124.8M | $4.1M | 17 | 400 |
| Mar 2017 | $128.8M | $124.8M | $4.1M | 17 | 400 |
| Jan 2017 | $110M | $108M | $2M | 15 | 0 |
| Nov 2016 | $110M | $108M | $2M | 15 | 0 |
| Sep 2016 | $110M | $108M | $2M | 15 | 0 |
| Jul 2016 | $110M | $108M | $2M | 15 | 0 |
| Mar 2016 | $0 | $0 | $0 | 15 | 0 |
| Mar 2016 | $0 | $0 | $0 | 15 | 0 |
DateMar 2025
Total AUM$580.1M
Discretionary$256.9M
Non-Disc.$323.2M
Employees8
Clients0
DateMar 2024
Total AUM$462.4M
Discretionary$236M
Non-Disc.$226.4M
Employees8
Clients0
DateNov 2023
Total AUM$396.1M
Discretionary$208M
Non-Disc.$188.1M
Employees8
Clients0
DateMar 2023
Total AUM$396.1M
Discretionary$208M
Non-Disc.$188.1M
Employees8
Clients0
DateMar 2022
Total AUM$203.3M
Discretionary$182.2M
Non-Disc.$21.1M
Employees8
Clients0
DateDec 2021
Total AUM$268M
Discretionary$160.8M
Non-Disc.$107.2M
Employees12
Clients0
DateJun 2021
Total AUM$268M
Discretionary$160.8M
Non-Disc.$107.2M
Employees12
Clients0
DateFeb 2021
Total AUM$268M
Discretionary$160.8M
Non-Disc.$107.2M
Employees12
Clients0
DateJun 2020
Total AUM$341.9M
Discretionary$207.8M
Non-Disc.$134.1M
Employees12
Clients0
DateOct 2019
Total AUM$290.2M
Discretionary$177.6M
Non-Disc.$112.6M
Employees12
Clients0
DateMar 2019
Total AUM$290.2M
Discretionary$177.6M
Non-Disc.$112.6M
Employees12
Clients0
DateJul 2018
Total AUM$279.7M
Discretionary$171.6M
Non-Disc.$108.2M
Employees11
Clients0
DateJan 2018
Total AUM$279.7M
Discretionary$171.6M
Non-Disc.$108.2M
Employees11
Clients0
DateJul 2017
Total AUM$231.6M
Discretionary$151.7M
Non-Disc.$79.9M
Employees11
Clients600
DateMay 2017
Total AUM$128.8M
Discretionary$124.8M
Non-Disc.$4.1M
Employees12
Clients400
DateApr 2017
Total AUM$128.8M
Discretionary$124.8M
Non-Disc.$4.1M
Employees17
Clients400
DateMar 2017
Total AUM$128.8M
Discretionary$124.8M
Non-Disc.$4.1M
Employees17
Clients400
DateJan 2017
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees15
Clients0
DateNov 2016
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees15
Clients0
DateSep 2016
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees15
Clients0
DateJul 2016
Total AUM$110M
Discretionary$108M
Non-Disc.$2M
Employees15
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0