Envoy Advisory Inc.

RIASEC Registered

Total AUM

$615M

Discretionary

0% of AUM

Avg account

$310K

Accounts

1,983

Employees

Advisory reps

Firm details

Headquarters: Colorado Springs, Colorado
CRD number: 306559
Registered since: December 23, 2019
Website: www.envoyfinancial.com
Custodians: MATRIX SECURITIES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals98.73%
Charitable Organizations0.83%
HNWI0.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Envoy Advisory Inc. is an independent registered investment adviser organized as a corporation. The firm has been registered with the SEC since 2019. It acts as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and selects third‑party advisers on behalf of clients. Ownership is reported as a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Envoy does not identify as an active ESG investor. The firm also has industry roles beyond standard advisory work: it is affiliated with other investment advisers and serves as sponsor and general partner or managing member of pooled investment vehicles.