Envoy Advisory INC.
Colorado Springs, CO·SEC-registered · CRD #306559
Envoy Advisory INC. is an SEC-registered investment advisory firm in Colorado Springs, CO managing $615M across 4.0k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$615M
Client accounts
4.0k
Advisory staff
12
Fee model
Fee-based
How Envoy Advisory INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Envoy Advisory INC.
How much does Envoy Advisory INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Envoy Advisory INC. reports $615M in regulatory assets under management across roughly 4.0k client accounts.
How does Envoy Advisory INC. charge?
Envoy Advisory INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Envoy Advisory INC. a fiduciary?
Yes. Envoy Advisory INC. is registered with the U.S. Securities and Exchange Commission (CRD #306559), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Envoy Advisory INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Envoy Advisory INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Envoy Advisory INC.'s public SEC Form ADV filing (CRD #306559, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Envoy Advisory INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Envoy Advisory INC.? Claim this profile.