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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GANTT, KAREN, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | SENIOR VICE PRESIDENT | NA | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | E | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | D | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | D | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | D | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | D | Control |
| BARRANCO, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| MCDONALD, CARL, BRANDT | I | MANAGING MEMBER / PRESIDENT | D | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
| HAGEN, CHRISTOPHER, MICHAEL | I | MANAGINF MEMBER / SENIOR VICE PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (6)
AL FL GA NC TN TX
Address
350 LEAVELL CIRCLEMONTGOMERY, AL 36117
United States
Phone: (334) 387-0094