# Envest Advisors, LLC

> Envest Advisors, LLC is a state-registered investment advisory firm in Myrtle Beach, SC, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 338053
- Filed as: ENVEST ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Myrtle Beach, SC
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338053
- AdvisorCensus page: https://advisorcensus.com/firm/envest-advisors-llc-myrtle-beach-sc-338053

## Quick answers

**How is Envest Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Envest Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Envest Advisors, LLC located?**
Envest Advisors, LLC's principal office is in Myrtle Beach, SC, according to its Form ADV.

**Is Envest Advisors, LLC registered with the SEC or a state?**
Envest Advisors, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338053.

**How much does Envest Advisors, LLC manage?**
Envest Advisors, LLC reports $8,089,385 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Envest Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (2).

**Does Envest Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338053

**What changed in Envest Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $7,264,442 to $8,089,385 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $8,089,385
- Discretionary: $8,089,385
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $6,003,521 |
| High net worth individuals | 2 | $2,085,864 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- envestadvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $7,264,442 to $8,089,385 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Envest Advisors, LLC (CRD 338053): Form ADV filing data as of October 2026.