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ENVOY ADVISORY INC.
CRD 306559File 801-117870
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$615.0M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $615.0M
Clients
1,999
1,983 accounts
Employees
23
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 23, 2019
- Principal office
- 5333 N UNION BLVD, SUITE 200, COLORADO SPRINGS, CO, 80918
- Phone
- 888-879-1376
- Website
- HTTP://ENVOYFINANCIAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $615.0M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $615.0M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,983
- Total accounts
- 1,983
- AUM per client
- $308K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $5.1M |
| High net worth individuals | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 1,983 | $607.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,808 | 1,999 | increased by191 |
| Apr 1, 2026 | AUM | $533,897,719 | $614,952,466 | increased by$81,054,747 |
| Apr 1, 2026 | Accounts | 2,543 | 1,983 | decreased by560 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 23 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,628 | 1,808 | increased by180 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $450,304,678 | $533,897,719 | increased by$83,593,041 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,979 | 2,543 | increased by564 |
| Apr 1, 2022 | Clients | 1,583 | 1,628 | increased by45 |
| Apr 1, 2022 | AUM | $387,152,880 | $450,304,678 | increased by$63,151,798 |
| Apr 1, 2022 | Accounts | 1,907 | 1,979 | increased by72 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ENVOY ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ENVOY ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.