ENVOY ADVISORY INC.

RIASEC RegisteredEst. 2019

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 that began SEC registration in 2019 and operates as a corporation with a domestic/individual ownership structure. The firm serves both individual and family clients and institutional clients, and it identifies as a capital allocator that uses third‑party managers alongside in‑house services. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. Core advisory activities listed by the firm are financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Envoy does not identify itself as an active ESG investor. The firm also reports roles tied to pooled investment vehicles and sponsor/GP activities, indicating some involvement in investment vehicle management or sponsorship beyond pure advisory work.