# Inversso

Inversso is a Bank / Wealth / Trust based in Oxford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oxford, United States
- **Region:** North America
- **Address:** Oxford, MS, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.inversso.com
- **LinkedIn:** https://www.linkedin.com/company/inversso

## Regulatory record

- **CRD number:** 298821
- **SEC file number:** 801-114153
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298821

## About

Inversso was founded in 2018 and is headquartered in Oxford, Mississippi. The firm functions as a registered investment advisor, providing wealth management, asset management, and portfolio management services to both individual and corporate clients. Its geographic focus serves the Mid-South region, operating from a single office in Lafayette County. Inversso's advisory services cover portfolio construction and ongoing management for private clients. While specific asset-class allocations and named portfolio holdings are not part of the public record, the firm's regulatory filings indicate it offers discretionary and non-discretionary advisory arrangements, typical of an RIA serving mass-affluent and high-net-worth households. Its service model does not appear to involve proprietary fund products, positioning it instead as an allocator and manager of third-party strategies and individual securities. Team size and total assets under management remain undisclosed as of mid-2026. Inversso maintains no known subsidiary vehicles, philanthropic foundations, or adjacent operating businesses. The firm has not publicly announced senior hires, office expansions, or strategic shifts since its founding. This operational quietness is consistent with a small practice that grows through local referrals rather than institutional marketing. Inversso's structural differentiator is its pure RIA model in a secondary market. Unlike bank trust departments or wirehouse advisors common in towns like Oxford, Inversso operates as an independent fiduciary, free from the product-push incentives that can accompany larger financial institutions. For a local client base, that independence represents a governance advantage — the advisor's legal obligation is to the client's best interest, not a corporate product shelf.

## Related profiles

- [Inversiones Security](https://altss.com/profile/inversiones-security)
- [Invest](https://altss.com/profile/invest)

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Last updated: 2026-06-03T20:00:00.000Z

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