← Directory
ENVOY ADVISORY INC.
CRD 306559File 801-117870
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.