Envest Advisors, LLC

RIASEC Registered

Total AUM

$7.3M

Discretionary

$7.3M

100% of AUM

Avg account

$86.5K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Myrtle Beach, South Carolina
CRD number: 338053
Website: www.envestadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Other
Client types: Individuals81.42%
HNWI18.58%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Envest Advisors, LLC is an independent, individual‑owned registered investment adviser that focuses on providing advice to individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers — reflecting its role as a capital allocator that places client assets with third‑party managers when appropriate. Its stated fee model includes a percentage of assets under management plus other fee arrangements. The firm is not identified as an active ESG investor and is not flagged as a multi‑state adviser in the snapshot; it also lists an affiliation with an insurance company.